Position in HLI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$54,725
-$847,230 QoQ
Shares Held
408
-92.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
of 514 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,619,554 across 13 Capital Markets names. HLI ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,985 | $6,053,049 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
13,945 | $1,398,404 | |
| 3 | MS |
Morgan Stanley
|
5,351 | $1,118,573 | |
| 4 | EVR |
Evercore Inc.
|
1,760 | $600,934 | |
| 5 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 6 | SCHW |
Schwab Charles Corp
|
1,178 | $108,694 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
209 | $58,871 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
408 | $54,725 |
All Filings in HLI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,725 | 408 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $901,955 | 5,178 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $555,185 | 2,704 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,997 | 50 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $8,075 | 50 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $8,683 | 50 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,901 | 50 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,743 | 50 | Shares | Sole | 2024-07-19 | |
| 2023-06-30 | $147,661 | 1,502 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $129,310 | 1,478 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $128,822 | 1,478 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $111,411 | 1,478 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $116,658 | 1,478 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $129,768 | 1,478 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $153,002 | 1,478 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $136,123 | 1,478 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $120,885 | 1,478 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $99,498 | 1,496 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $100,576 | 1,496 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $61,293 | 1,038 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $30,101 | 541 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $28,196 | 541 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||