Position in HLI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,828
-$3,214 QoQ
Shares Held
36
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 514 holders
Holding Since
Dec 2024
7 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, 2026TD Capital Management LLC holds $301,072 across 12 Capital Markets names. HLI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
213 | $215,421 | |
| 2 | LAZ |
Lazard, Inc.
|
526 | $22,060 | |
| 3 | SCHW |
Schwab Charles Corp
|
239 | $22,052 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
166 | $16,646 | |
| 5 | MS |
Morgan Stanley
|
61 | $12,751 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
36 | $4,828 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
48 | $4,177 | |
| 8 | SF |
Stifel Financial Corp
|
29 | $2,023 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,828 | 36 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,042 | 56 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,270 | 36 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $7,186 | 35 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $6,298 | 35 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,652 | 35 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,078 | 35 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||