Position in AZO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$236,499
-$23,590 QoQ
Shares Held
74
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#990
of 1,260 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Derivatives in AZO
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$258,561
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $3,704,938 across 5 Auto Parts names. AZO ranks #5 (6.4% of the industry book) .
All Filings in AZO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,499 | 74 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $260,089 | 77 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $308,626 | 91 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $398,992 | 93 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $311,827 | 84 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $263,081 | 69 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $349,833 | 111 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $258,561 | 100 | Put | Sole | 2024-01-29 | |
| 2023-12-31 | $305,101 | 118 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $215,899 | 85 | Shares | Sole | 2023-10-20 | |
| 2021-03-31 | $1,404 | 1 | Shares | Sole | 2021-04-12 | |
| 2020-06-30 | $86,865 | 77 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $63,450 | 75 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||