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CoreCap Advisors’s Houlihan Lokey HLI Stock Holding History

CoreCap Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.59K Buy
68
+55
+423% +$7.32K ﹤0.01% 2112
2026
Q2 		$1.74K Buy
13
+4
+44% +$590 ﹤0.01% 2575
2026
Q1 		$1.29K Hold
9
– – ﹤0.01% 2492
2025
Q4 		$1.57K Buy
+9
New +$1.65K ﹤0.01% 2524
2025
Q2 		– Sell
-34
Closed -$5.49K – 2966
2025
Q1 		$5.49K Hold
34
– – ﹤0.01% 2067
2024
Q4 		$5.9K Hold
34
– – ﹤0.01% 1936
2024
Q3 		$5.37K Buy
+34
New +$5.08K ﹤0.01% 1959
2022
Q4 		$349 Buy
+4
New +$360 ﹤0.01% 2215
2022
Q3 		– Sell
-4
Closed – – 1182
2022
Q2 		$0 Buy
+4
New +$334 ﹤0.01% 2194
2022
Q1 		– Sell
-4
Closed -$1K – 1191
2021
Q4 		$1K Buy
+4
New +$427 ﹤0.01% 2137

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CoreCap Advisors's HLI Position: Q3 2026 in Review

CoreCap Advisors increased its Houlihan Lokey (HLI) stake by 423% in Q3 2026, buying an estimated $7.32K and bringing the position to 68 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

CoreCap Advisors first reported a position in HLI in Q4 2021 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • CoreCap Advisors held 68 shares of Houlihan Lokey worth $8.59K as of Q3 2026.
  • CoreCap Advisors bought 55 Houlihan Lokey shares in Q3 2026, an estimated $7.32K.
  • Houlihan Lokey made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2112 holding.
  • CoreCap Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.