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Houlihan Lokey Inc cl a shares owned by Clark Wealth Partners

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

Historical chart of Clark Wealth Partners investment in Houlihan Lokey Inc cl a

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All positions including Houlihan Lokey Inc cl a held by Clark Wealth 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 Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 181 174.19
2025-09-30 $32k 181 174.19
2025-06-30 $50k 275 179.95
2025-03-31 $44k 275 161.50
2024-12-31 $48k 275 173.66

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Hdg Msci Eafe (HEFA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
McDonald's Corporation (MCD)
International Business Machines (IBM)

View all positions for Clark Wealth Partners

Top funds holding Houlihan Lokey Inc cl a

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

View all funds holding Houlihan Lokey Inc cl a