Taylor Frigon Capital Management LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$915,034
-$38,746 QoQ
Shares Held
6,822
+2.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#239
of 514 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $3,146,919 across 2 Capital Markets names. HLI ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
22,395 | $2,231,885 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
6,822 | $915,034 |
All Filings in HLI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,034 | 6,822 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $953,780 | 6,641 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,201,911 | 6,900 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,394,944 | 6,794 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,201,166 | 6,675 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,093,678 | 6,772 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,169,947 | 6,737 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,943,962 | 12,302 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,981,902 | 14,696 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,934,899 | 15,094 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,847,213 | 15,405 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,700,422 | 15,874 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,553,003 | 15,797 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,432,911 | 16,378 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,457,925 | 16,727 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,332,718 | 17,680 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,389,720 | 17,607 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,551,074 | 17,666 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,860,875 | 17,976 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,647,669 | 17,890 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,421,019 | 17,374 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||