Position in HLI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$268
+$125 QoQ
Shares Held
2
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 514 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $182,977 across 26 Capital Markets names. HLI ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
605 | $55,823 | |
| 2 | MRX |
Marex Group Ltd
|
801 | $48,820 | |
| 3 | MS |
Morgan Stanley
|
137 | $28,638 | |
| 4 | GS |
Goldman Sachs Group Inc
|
25 | $25,284 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
76 | $7,621 | |
| 6 | EVR |
Evercore Inc.
|
14 | $4,780 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
42 | $3,655 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
9 | $2,535 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268 | 2 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $143 | 1 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $522 | 3 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,231 | 6 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,079 | 6 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $484 | 3 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||