Position in HLI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$225,070
-$25,546 QoQ
Shares Held
1,678
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#366
of 514 holders
Holding Since
Jun 2023
13 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, 2026Cassaday & Co Wealth Management LLC holds $3,514,940 across 11 Capital Markets names. HLI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,490 | $1,506,941 | |
| 2 | SCHW |
Schwab Charles Corp
|
14,046 | $1,296,024 | |
| 3 | MS |
Morgan Stanley
|
1,338 | $279,695 | |
| 4 | HLI |
Houlihan Lokey, Inc.
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|
1,678 | $225,070 | |
| 5 | PJT |
PJT Partners Inc.
|
357 | $53,885 | |
| 6 | SNEX |
StoneX Group Inc.
|
633 | $50,007 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
404 | $40,513 | |
| 8 | WULF |
Terawulf Inc.
|
1,409 | $34,802 |
All Filings in HLI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,070 | 1,678 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,616 | 1,745 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $308,316 | 1,770 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $370,807 | 1,806 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $320,850 | 1,783 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $300,390 | 1,860 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $343,673 | 1,979 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $309,719 | 1,960 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $265,674 | 1,970 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $262,789 | 2,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $245,815 | 2,050 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,596 | 2,050 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $201,535 | 2,050 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||