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Investors Research Corp’s Houlihan Lokey HLI Stock Holding History

Investors Research Corp’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 		$1.39K Hold
11
– – ﹤0.01% 700
2026
Q2 		$1.48K Hold
11
– – ﹤0.01% 709
2026
Q1 		$1.58K Buy
+11
New +$1.81K ﹤0.01% 728

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

Investors Research Corp's HLI Position: Q3 2026 in Review

Investors Research Corp held its Houlihan Lokey (HLI) position steady in Q3 2026 at 11 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Investors Research Corp first reported a position in HLI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.58K in Q1 2026. 23 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Investors Research Corp held 11 shares of Houlihan Lokey worth $1.39K as of Q3 2026.
  • Investors Research Corp left its Houlihan Lokey share count unchanged in Q3 2026.
  • Houlihan Lokey made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #700 holding.
  • Investors Research Corp first reported a position in Houlihan Lokey in Q1 2026 and has held it in 3 quarters since.
  • Investors Research Corp's Houlihan Lokey position peaked at $1.58K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.