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Salvus Wealth Management’s Houlihan Lokey HLI Stock Holding History

Salvus Wealth Management’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 		$2.33M Buy
+18,476
New +$2.46M 1.33% 19

Other funds holding HLI

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 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
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Salvus Wealth Management's HLI Position: Q3 2026 in Review

Salvus Wealth Management opened a new position in Houlihan Lokey (HLI) in Q3 2026: 18,476 shares worth $2.33M. The stake represents 1.33% of the portfolio and ranks #19 among its holdings.

54 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Salvus Wealth Management held 18,476 shares of Houlihan Lokey worth $2.33M as of Q3 2026.
  • Houlihan Lokey was a new Salvus Wealth Management position in Q3 2026.
  • Houlihan Lokey made up 1.33% of Salvus Wealth Management's portfolio in Q3 2026, its #19 holding.
  • 54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Salvus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.