Position in HLI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$938
+$508 QoQ
Shares Held
7
+133.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 514 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $56,878 across 22 Capital Markets names. HLI ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
22 | $22,250 | |
| 2 | MS |
Morgan Stanley
|
41 | $8,570 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
43 | $4,312 | |
| 4 | SCHW |
Schwab Charles Corp
|
44 | $4,059 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | EVR |
Evercore Inc.
|
8 | $2,731 | |
| 7 | SF |
Stifel Financial Corp
|
25 | $1,744 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
27 | $1,349 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938 | 7 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $430 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,264 | 13 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,026 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $899 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $323 | 2 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||