Root Financial Partners, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1977181 ENCINITAS, CA

Position in HLI

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$13,643

-$12,833 QoQ

Shares Held

-37.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $3,057,847 across 5 Capital Markets names.

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	999	$1,010,358
2	MS	Morgan Stanley	3,250	$679,380
3	LPLA	LPL Financial Holdings Inc.	2,284	$643,357
4	SCHW	Schwab Charles Corp	5,267	$485,986
5	HOOD	Robinhood Markets, Inc.	2,381	$238,766

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,643	95	-37.5%	Shares	Sole	2026-04-24
2025-12-31	$26,476	152	+0.7%	Shares	Sole	2026-02-10
2025-09-30	$31,003	151	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.