Position in HLI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,682
-$627 QoQ
Shares Held
20
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#480
of 514 holders
Holding Since
Jun 2025
4 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, 2026Cape Investment Advisory, Inc. holds $2,755,076 across 15 Capital Markets names. HLI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
23,929 | $2,207,928 | |
| 2 | GS |
Goldman Sachs Group Inc
|
339 | $342,853 | |
| 3 | MS |
Morgan Stanley
|
752 | $157,197 | |
| 4 | NMR |
Nomura Holdings Inc
|
2,430 | $21,334 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,617 | |
| 6 | SF |
Stifel Financial Corp
|
71 | $4,953 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,225 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
20 | $2,682 |
All Filings in HLI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682 | 20 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $3,309 | 19 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,901 | 19 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $3,419 | 19 | Shares | Defined | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||