Portside Wealth Group, LLC

Position in HLI — Houlihan Lokey, Inc.

CIK 1978608 Provo, UT

Position in HLI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$297,231

-$277,104 QoQ

Shares Held

2,216

-44.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#331

of 514 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,288,830 across 8 Capital Markets names. HLI ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,479	$2,190,529
2	SCHW	Schwab Charles Corp	16,869	$1,556,501
3	PJT	PJT Partners Inc.	6,742	$1,017,637
4	GS	Goldman Sachs Group Inc	526	$531,980
5	HLI	Houlihan Lokey, Inc. This page	2,216	$297,231
6	EVR	Evercore Inc.	809	$276,224
7	VIRT	Virtu Financial, Inc.	3,521	$209,745
8	HOOD	Robinhood Markets, Inc.	2,084	$208,983

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,231	2,216	-44.6%	Shares	Other	2026-07-14
2026-03-31	$574,335	3,999	-19.2%	Shares	Sole	2026-05-12
2025-12-31	$862,239	4,950	-7.7%	Shares	Other	2026-01-21
2025-09-30	$1,100,925	5,362	+18.1%	Shares	Other	2025-11-05
2025-06-30	$816,792	4,539	+4.6%	Shares	Sole	2025-08-11
2025-03-31	$700,909	4,340	+57.6%	Shares	Other	2025-04-14
2024-12-31	$478,259	2,754	+12.1%	Shares	Other	2025-04-14
2024-09-30	$388,096	2,456	+10.4%	Shares	Other	2024-10-31
2024-06-30	$299,928	2,224	+6.3%	Shares	Other	2024-07-18
2024-03-31	$268,301	2,093	+20.1%	Shares	Other	2024-04-17
2023-12-31	$208,883	1,742	—	Shares	Other	2024-01-16
No filing history on record for this holder in this stock.