SFMG, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1512026 PLANO, TX

Position in HLI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$227,350

-$19,101 QoQ

Shares Held

1,695

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#367

of 517 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SFMG, LLC holds $3,037,143 across 6 Capital Markets names. HLI ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,335	$1,115,228
2	SCHW	Schwab Charles Corp	7,723	$712,601
3	IREN	IREN Ltd	12,326	$563,667
4	GS	Goldman Sachs Group Inc	406	$410,616
5	HLI	Houlihan Lokey, Inc. This page	1,695	$227,350
6	ABTC	American Bitcoin Corp.	752	$7,681

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,350	1,695	-1.2%	Shares	Sole	2026-08-13
2026-03-31	$246,451	1,716	0.0%	Shares	Sole	2026-05-12
2025-12-31	$298,910	1,716	0.0%	Shares	Sole	2026-02-10
2025-09-30	$352,329	1,716	0.0%	Shares	Sole	2025-11-13
2025-06-30	$308,794	1,716	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$276,326	1,711	-0.1%	Shares	Sole	2025-05-09
2024-12-31	$297,305	1,712	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$270,056	1,709	+0.1%	Shares	Sole	2024-11-25
2024-06-30	$230,340	1,708	+0.2%	Shares	Sole	2024-08-14
2024-03-31	$218,435	1,704	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$203,247	1,695	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.