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
Q2 		$5.15M Buy
2,021,361
+91,900
+5% +$261K 0.12% 227
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 $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hillsdale Investment Management's HLLY Position: Q2 2026 in Review

Hillsdale Investment Management increased its Holley (HLLY) stake by 4.8% in Q2 2026, buying an estimated $261K and bringing the position to 2,021,361 shares worth $5.15M. The position accounts for 0.12% of the portfolio, ranked #227.

Hillsdale Investment Management first reported a position in HLLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.89M in Q4 2025. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Hillsdale Investment Management held 2,021,361 shares of Holley worth $5.15M as of Q2 2026.
  • Hillsdale Investment Management bought 91,900 Holley shares in Q2 2026, an estimated $261K.
  • Holley made up 0.12% of Hillsdale Investment Management's portfolio in Q2 2026, its #227 holding.
  • Hillsdale Investment Management first reported a position in Holley in Q3 2025 and has held it in 4 quarters since.
  • Hillsdale Investment Management's Holley position peaked at $7.89M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.