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Houlihan Lokey Inc cl a shares owned by Appleton Partners

Quarter-by-quarter ownership of Houlihan Lokey Inc cl a (HLI) shares owned by Appleton Partners from 13F filings

Historical chart of Appleton Partners investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Houlihan Lokey Inc cl a by Appleton Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 11k 205.35

More positions owned by Appleton Partners

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Goldman Sachs Activebeta U.s. Etf (GSLC)
Schwab Us Large-cap Etf Etf (SCHX)
Broadcom CS (AVGO)
Jpmorgan Chase & Co CS (JPM)
Amazon.com CS (AMZN)
Alphabet CS (GOOG)
Visa CS (V)
Ge Vernova CS (GEV)
Home Depot Inc/the CS (HD)
Meta Platforms CS (META)
Jpmorgan Ultra-short Income Et Etf (JPST)
Morgan Stanley CS (MS)
Energy Select Sector Spdr Fund CS (XLE)

View all positions for Appleton Partners

Top funds holding Houlihan Lokey Inc cl a

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
Earnest Partners
State Street Corporation
FMR
Wellington Management Company
Geode Capital Management
Burgundy Asset Management
Bamco
Mayflower Financial Advisors
Capital Research Global Investors
Raymond James Financial
Invesco
T. Rowe Price Investment Management

View all funds holding Houlihan Lokey Inc cl a