Position in SRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$133,524
+$43,672 QoQ
Shares Held
18,241
-1.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 112 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRI Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $28,889,806 across 17 Auto Parts names. SRI ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCH |
Dauch Corp
|
2,525,763 | $13,689,635 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
41,938 | $3,862,070 | |
| 3 | AZO |
Autozone Inc
|
680 | $2,173,239 | |
| 4 | BWA |
Borgwarner Inc
|
27,127 | $1,801,232 | |
| 5 | GNTX |
Gentex Corp
|
64,681 | $1,634,488 | |
| 6 | MGA |
Magna International Inc
|
21,541 | $1,414,382 | |
| 7 | LEA |
Lear Corp
|
10,021 | $1,343,415 | |
| 8 | GPC |
Genuine Parts Co
|
5,055 | $596,388 |
All Filings in SRI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,524 | 18,241 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $89,852 | 18,603 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $343,938 | 21,550 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||