Crossmark Global Holdings, Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1539204 HOUSTON, TX

Position in HLI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$594,330

-$21,368 QoQ

Shares Held

4,431

+3.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#266

of 517 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. HLI ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	554,130	$51,129,575
2	MS	Morgan Stanley	206,921	$43,254,765
3	GS	Goldman Sachs Group Inc	15,056	$15,227,186
4	XP	XP Inc.	389,125	$6,327,172
5	EVR	Evercore Inc.	8,637	$2,949,017
6	HOOD	Robinhood Markets, Inc.	27,303	$2,737,944
7	VIRT	Virtu Financial, Inc.	44,972	$2,678,982
8	NMR	Nomura Holdings Inc	176,939	$1,553,524

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,330	4,431	+3.4%	Shares	Sole	2026-07-16
2026-03-31	$615,698	4,287	-0.6%	Shares	Sole	2026-05-11
2025-12-31	$751,281	4,313	-5.1%	Shares	Sole	2026-02-03
2025-09-30	$933,384	4,546	-16.9%	Shares	Sole	2025-11-12
2025-06-30	$984,686	5,472	+17.8%	Shares	Sole	2025-08-08
2025-03-31	$750,329	4,646	-0.5%	Shares	Sole	2025-04-30
2024-12-31	$810,991	4,670	-0.4%	Shares	Sole	2025-01-16
2024-09-30	$740,796	4,688	+25.2%	Shares	Sole	2024-11-04
2024-06-30	$504,915	3,744	-8.2%	Shares	Sole	2024-07-29
2024-03-31	$523,015	4,080	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$481,797	4,018	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.