Franklin, Parlapiano, Turner & Welch, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1707856 HOUSTON, TX

Position in HLI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$7,173,808

-$432,881 QoQ

Shares Held

53,484

+1.0% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

4.02%

of 13F equity value

Holder Rank

#109

of 514 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Franklin, Parlapiano, Turner & Welch, LLC holds $7,173,808 across 1 Capital Markets name. HLI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HLI	Houlihan Lokey, Inc. This page	53,484	$7,173,808

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,173,808	53,484	+1.0%	Shares	Sole	2026-07-09
2026-03-31	$7,606,689	52,964	+1.6%	Shares	Sole	2026-04-24
2025-12-31	$9,080,350	52,129	-3.7%	Shares	Sole	2026-01-22
2025-09-30	$11,109,249	54,107	-2.7%	Shares	Sole	2025-10-23
2025-06-30	$10,011,158	55,633	-1.7%	Shares	Sole	2025-07-25
2025-03-31	$9,136,701	56,574	-4.0%	Shares	Sole	2025-04-25
2024-12-31	$10,230,310	58,910	-10.4%	Shares	Sole	2025-01-23
2024-09-30	$10,387,128	65,733	-3.3%	Shares	Sole	2024-10-22
2024-06-30	$9,171,963	68,011	-8.8%	Shares	Sole	2024-07-31
2024-03-31	$9,561,948	74,592	-2.4%	Shares	Sole	2024-05-02
2023-12-31	$9,161,363	76,402	-5.4%	Shares	Sole	2024-01-26
2023-09-30	$8,648,440	80,736	-1.2%	Shares	Sole	2023-10-31
2023-06-30	$8,029,960	81,680	+1.3%	Shares	Sole	2023-07-21
2023-03-31	$7,055,893	80,648	-1.8%	Shares	Sole	2023-05-02
2022-12-31	$7,159,060	82,137	-8.7%	Shares	Sole	2023-01-31
2022-09-30	$6,784,501	90,004	+5.8%	Shares	Sole	2022-11-03
2022-06-30	$6,716,469	85,094	+5.9%	Shares	Sole	2022-07-20
2022-03-31	$7,053,061	80,331	—	Shares	Sole	2022-05-02
No filing history on record for this holder in this stock.