Position in HLI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$478,441
-$48,500 QoQ
Shares Held
3,567
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Brookstone Capital Management holds $31,059,610 across 6 Capital Markets names. HLI ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
69,561 | $14,541,031 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,776 | $9,887,153 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,915 | $4,974,737 | |
| 4 | MARA |
MARA Holdings, Inc.
|
48,000 | $666,720 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,101 | $511,528 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
3,567 | $478,441 |
All Filings in HLI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,441 | 3,567 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $526,941 | 3,669 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $660,354 | 3,791 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $785,964 | 3,828 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $692,087 | 3,846 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $658,112 | 4,075 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $692,035 | 3,985 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $670,162 | 4,241 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $586,910 | 4,352 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $697,097 | 5,438 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $691,281 | 5,765 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $609,619 | 5,691 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $567,838 | 5,776 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $489,331 | 5,593 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $470,053 | 5,393 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $390,468 | 5,180 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $444,296 | 5,629 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $494,226 | 5,629 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $502,796 | 4,857 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $558,586 | 6,065 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $513,641 | 6,280 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $562,209 | 8,453 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $554,781 | 8,252 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $479,722 | 8,124 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $484,123 | 8,701 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $609,022 | 11,685 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||