Position in HLNE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$606,991
New position
Shares Held
7,700
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#15
of 72 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026SEARLE & CO. holds $4,955,884 across 7 Asset Management names. HLNE ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
57,467 | $2,521,651 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,615 | $740,897 | |
| 3 | HLNE |
Hamilton Lane INC
This page
|
7,700 | $606,991 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,260 | $343,587 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
5,662 | $253,940 | |
| 6 | PEO |
Adams Natural Resources Fund, Inc.
|
10,254 | $253,478 | |
| 7 | BX |
Blackstone Inc.
|
2,000 | $235,340 |
All Filings in HLNE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,991 | 7,700 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||