Position in AZO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,262,725
+$9,746 QoQ
Shares Held
708
+6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#487
of 1,260 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AZO Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026FORTEM FINANCIAL GROUP, LLC holds $3,034,906 across 2 Auto Parts names. AZO ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
This page
|
708 | $2,262,725 | |
| 2 | ALV |
Autoliv Inc
|
6,647 | $772,181 |
All Filings in AZO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,262,725 | 708 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,252,979 | 667 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,112,904 | 623 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,634,207 | 614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,063,999 | 556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,761,504 | 462 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,207,154 | 377 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,134,014 | 360 | Shares | Sole | 2024-11-18 | |
| 2022-12-31 | $271,279 | 110 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $235,612 | 110 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $324,517 | 151 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,668,176 | 1,305 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,211,669 | 1,532 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,570,756 | 1,514 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,217,438 | 1,486 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,878,953 | 1,338 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,614,569 | 1,362 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,621,610 | 1,377 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||