Creative Capital Management Investments LLC
Position in HLI — Houlihan Lokey, Inc.
CIK 1957363
SAN DIEGO, CA
Position in HLI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,011
-$7,917 QoQ
Shares Held
15
-73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#485
of 517 holders
Holding Since
Dec 2025
2 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, 2026Creative Capital Management Investments LLC holds $390,113 across 22 Capital Markets names. HLI ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
2,235 | $224,125 | |
| 2 | GS |
Goldman Sachs Group Inc
|
95 | $96,080 | |
| 3 | MS |
Morgan Stanley
|
136 | $28,429 | |
| 4 | SCHW |
Schwab Charles Corp
|
112 | $10,334 | |
| 5 | SF |
Stifel Financial Corp
|
59 | $4,116 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
14 | $3,943 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
57 | $2,848 | |
| 8 | EVR |
Evercore Inc.
|
8 | $2,731 |
All Filings in HLI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,011 | 15 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $9,928 | 57 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||