STEPH & CO

Position in HLI — Houlihan Lokey, Inc.

CIK 941519 MARINETTE, WI

Position in HLI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$31,386

-$108,499 QoQ

Shares Held

234

-76.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#407

of 514 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

STEPH & CO holds $168,232 across 4 Capital Markets names. HLI ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	286	$80,560
2	HLI	Houlihan Lokey, Inc. This page	234	$31,386
3	SCHW	Schwab Charles Corp	336	$31,002
4	GS	Goldman Sachs Group Inc	25	$25,284

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,386	234	-76.0%	Shares	Sole	2026-07-16
2026-03-31	$139,885	974	+55.6%	Shares	Sole	2026-04-17
2025-12-31	$109,042	626	-43.8%	Shares	Sole	2026-01-23
2025-09-30	$228,521	1,113	+3.2%	Shares	Sole	2025-10-06
2025-06-30	$194,166	1,079	-12.8%	Shares	Sole	2025-07-16
2025-03-31	$199,775	1,237	-6.1%	Shares	Sole	2025-04-23
2024-12-31	$228,883	1,318	-31.7%	Shares	Sole	2025-01-14
2024-09-30	$304,820	1,929	-3.4%	Shares	Sole	2024-10-15
2024-06-30	$269,315	1,997	+0.5%	Shares	Sole	2024-07-30
2024-03-31	$254,841	1,988	-27.7%	Shares	Sole	2024-04-12
2023-12-31	$329,752	2,750	-11.2%	Shares	Sole	2024-01-31
2023-09-30	$331,857	3,098	+4.5%	Shares	Sole	2023-10-26
2023-06-30	$291,390	2,964	+5.5%	Shares	Sole	2023-07-14
2023-03-31	$245,759	2,809	+39.3%	Shares	Sole	2023-04-18
2022-12-31	$175,714	2,016	—	Shares	Sole	2023-01-26
No filing history on record for this holder in this stock.