Position in AZO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$559,289
-$129,777 QoQ
Shares Held
175
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#761
of 1,260 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $3,853,629 across 8 Auto Parts names. AZO ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
9,927 | $914,177 | |
| 2 | BWA |
Borgwarner Inc
|
11,213 | $744,543 | |
| 3 | AZO |
Autozone Inc
This page
|
175 | $559,289 | |
| 4 | GPC |
Genuine Parts Co
|
3,129 | $369,159 | |
| 5 | LEA |
Lear Corp
|
2,739 | $367,189 | |
| 6 | MOD |
Modine Manufacturing Co
|
1,372 | $366,351 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
2,543 | $286,697 | |
| 8 | MGA |
Magna International Inc
|
3,750 | $246,224 |
All Filings in AZO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,289 | 175 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $689,066 | 204 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $756,304 | 223 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $969,594 | 226 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $768,431 | 207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $800,683 | 210 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $579,562 | 181 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $526,056 | 167 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $272,697 | 92 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $274,193 | 87 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||