Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$296,829
+$19,643 QoQ
Shares Held
2,213
+14.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#332
of 514 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Argos Wealth Advisors, LLC holds $559,706 across 2 Capital Markets names. HLI ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
This page
|
2,213 | $296,829 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,849 | $262,877 |
All Filings in HLI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,829 | 2,213 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $277,186 | 1,930 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $336,186 | 1,930 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||