JFS WEALTH ADVISORS, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1568068
HERMITAGE, PA
Position in ALSN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$12,288
-$471 QoQ
Shares Held
109
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 563 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALSN Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $402,263 across 26 Auto Parts names. ALSN ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
|
1,563 | $103,783 | |
| 2 | APTV |
Aptiv PLC
|
1,650 | $101,277 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
434 | $39,967 | |
| 4 | AZO |
Autozone Inc
|
12 | $38,351 | |
| 5 | VGNT |
Versigent PLC
|
557 | $23,399 | |
| 6 | PHIN |
Phinia Inc.
|
183 | $15,073 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
This page
|
109 | $12,288 | |
| 8 | MOD |
Modine Manufacturing Co
|
33 | $8,811 |
All Filings in ALSN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,288 | 109 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,759 | 109 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,573 | 108 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,214 | 85 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,074 | 85 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,036 | 84 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,185 | 85 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,069 | 84 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,223 | 82 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,655 | 82 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,768 | 82 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,961 | 84 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,629 | 82 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,890 | 86 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,912 | 70 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,261 | 67 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,114 | 107 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,551 | 65 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $872 | 24 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||