Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$508,084
+$499,180 QoQ
Shares Held
3,788
+6009.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#281
of 514 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. HLI ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in HLI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,084 | 3,788 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,904 | 62 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $45,811 | 263 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $408,997 | 1,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,976 | 61 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,659 | 66 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,946 | 40 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,320 | 40 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,068 | 45 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,896 | 46 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,635 | 47 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,463 | 51 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,685 | 68 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,049 | 92 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,018 | 92 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $6,934 | 92 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,314 | 80 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $3,424 | 39 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,693 | 55 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,249 | 57 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,944 | 36 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $21,379 | 318 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||