Position in HLI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$64,629
-$13,756 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. HLI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,598 | $3,889,862 | |
| 2 | SCHW |
Schwab Charles Corp
|
38,632 | $3,630,635 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
10,884 | $3,274,233 | |
| 4 | MS |
Morgan Stanley
|
4,777 | $786,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,702 | $181,223 | |
| 6 | HLI |
Houlihan Lokey, Inc.
This page
|
450 | $64,629 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
374 | $61,702 | |
| 8 | PJT |
PJT Partners Inc.
|
25 | $3,493 |
All Filings in HLI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,629 | 450 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $78,385 | 450 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $92,394 | 450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $80,977 | 450 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $72,675 | 450 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $78,147 | 450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,007 | 481 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $60,687 | 450 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $57,685 | 450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $53,959 | 450 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $48,204 | 450 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $44,239 | 450 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $86,615 | 990 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $86,288 | 990 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $74,626 | 990 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $78,140 | 990 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $86,922 | 990 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $99,896 | 965 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $88,876 | 965 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||