EXENCIAL WEALTH ADVISORS, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1576151
OKLAHOMA CITY, OK
Position in ALSN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$219,721
New position
Shares Held
1,877
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $2,486,946 across 2 Auto Parts names. ALSN ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
24,561 | $2,267,225 | |
| 2 | ALSN |
Allison Transmission Holdings Inc
This page
|
1,877 | $219,721 |
All Filings in ALSN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,721 | 1,877 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||