HIM
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Hillsdale Investment Management’s Holley HLLY Stock Holding History

Hillsdale Investment Management’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.92M Buy
1,929,461
+18,900
+1% +$71.6K 0.16% 150
2025
Q4 		$7.89M Buy
1,910,561
+1,908,061
+76,322% +$6.87M 0.22% 96
2025
Q3 		$7.85K Buy
+2,500
New +$7.45K ﹤0.01% 573

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hillsdale Investment Management's HLLY Position: Q1 2026 in Review

Hillsdale Investment Management increased its Holley (HLLY) stake by 0.99% in Q1 2026, buying an estimated $71.6K and bringing the position to 1,929,461 shares worth $5.92M. The position accounts for 0.16% of the portfolio, ranked #150.

Hillsdale Investment Management first reported a position in HLLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.89M in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Hillsdale Investment Management held 1,929,461 shares of Holley worth $5.92M as of Q1 2026.
  • Hillsdale Investment Management bought 18,900 Holley shares in Q1 2026, an estimated $71.6K.
  • Holley made up 0.16% of Hillsdale Investment Management's portfolio in Q1 2026, its #150 holding.
  • Hillsdale Investment Management first reported a position in Holley in Q3 2025 and has held it in 3 quarters since.
  • Hillsdale Investment Management's Holley position peaked at $7.89M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.