Position in HLI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$13,413
-$949 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 514 holders
Holding Since
Dec 2025
3 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, 2026TOTH FINANCIAL ADVISORY CORP holds $1,357,746 across 8 Capital Markets names. HLI ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
17,000 | $1,036,150 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,720 | $158,704 | |
| 3 | GS |
Goldman Sachs Group Inc
|
88 | $89,000 | |
| 4 | WULF |
Terawulf Inc.
|
2,000 | $49,400 | |
| 5 | HLI |
Houlihan Lokey, Inc.
This page
|
100 | $13,413 | |
| 6 | EVR |
Evercore Inc.
|
22 | $7,511 | |
| 7 | IREN |
IREN Ltd
|
50 | $2,286 | |
| 8 | BGC |
BGC Group, Inc.
|
120 | $1,282 |
All Filings in HLI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,413 | 100 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $14,362 | 100 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $17,419 | 100 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||