NEW MEXICO EDUCATIONAL RETIREMENT BOARD
PensionPosition in HLI — Houlihan Lokey, Inc.
CIK 862469
SANTA FE, NM
Position in HLI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,421,778
-$100,594 QoQ
Shares Held
10,600
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#211
of 514 holders
Holding Since
Dec 2023
11 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, 2026NEW MEXICO EDUCATIONAL RETIREMENT BOARD holds $49,260,502 across 9 Capital Markets names. HLI ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,989 | $15,159,424 | |
| 2 | MS |
Morgan Stanley
|
59,810 | $12,502,682 | |
| 3 | SCHW |
Schwab Charles Corp
|
83,087 | $7,666,437 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
39,300 | $3,941,004 | |
| 5 | EVR |
Evercore Inc.
|
8,000 | $2,731,520 | |
| 6 | SF |
Stifel Financial Corp
|
32,250 | $2,250,082 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,200 | $1,932,288 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
33,119 | $1,655,287 |
All Filings in HLI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,778 | 10,600 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,522,372 | 10,600 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,846,414 | 10,600 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,176,392 | 10,600 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $1,907,470 | 10,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,711,900 | 10,600 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,840,796 | 10,600 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,675,012 | 10,600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,429,516 | 10,600 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,358,814 | 10,600 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,271,046 | 10,600 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||