Position in HLI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$506,474
-$51,920 QoQ
Shares Held
3,776
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#282
of 514 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Quantum Portfolio Management LLC holds $2,220,036 across 7 Capital Markets names. HLI ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
6,991 | $608,496 | |
| 2 | HLI |
Houlihan Lokey, Inc.
This page
|
3,776 | $506,474 | |
| 3 | EVR |
Evercore Inc.
|
1,313 | $448,310 | |
| 4 | GS |
Goldman Sachs Group Inc
|
385 | $389,377 | |
| 5 | MS |
Morgan Stanley
|
921 | $192,525 | |
| 6 | SCHW |
Schwab Charles Corp
|
667 | $61,544 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,000 | $13,310 |
All Filings in HLI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,474 | 3,776 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $558,394 | 3,888 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $646,593 | 3,712 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $963,156 | 4,691 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $574,040 | 3,190 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $530,689 | 3,286 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $449,779 | 2,590 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $411,168 | 2,602 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $368,674 | 2,876 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $330,591 | 2,757 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||