ELEVATION POINT WEALTH PARTNERS, LLC
Position in ALSN — Allison Transmission Holdings Inc
CIK 1744349
DENVER, CO
Position in ALSN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$403,383
-$15,340 QoQ
Shares Held
3,578
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 568 holders
Holding Since
Jun 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $4,770,449 across 8 Auto Parts names. ALSN ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
21,374 | $1,968,331 | |
| 2 | BWA |
Borgwarner Inc
|
9,212 | $611,676 | |
| 3 | AZO |
Autozone Inc
|
180 | $575,269 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
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|
3,578 | $403,383 | |
| 5 | ATMU |
Atmus Filtration Technologies Inc.
|
7,794 | $397,416 | |
| 6 | GPC |
Genuine Parts Co
|
3,338 | $393,817 | |
| 7 | APTV |
Aptiv PLC
|
6,207 | $380,985 | |
| 8 | INVZ |
Innoviz Technologies Ltd.
|
52,000 | $39,572 |
All Filings in ALSN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,383 | 3,578 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $418,723 | 3,577 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $177,251 | 1,866 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||