Position in HLLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$325,576
-$145,888 QoQ
Shares Held
106,051
-7.1% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HLLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $161,630,855 across 38 Auto Parts names. HLLY ranks #31 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
458,602 | $42,333,550 | |
| 2 | AZO |
Autozone Inc
|
5,199 | $17,561,077 | |
| 3 | MGA |
Magna International Inc
|
231,064 | $12,895,681 | |
| 4 | BWA |
Borgwarner Inc
|
206,478 | $11,203,496 | |
| 5 | LEA |
Lear Corp
|
78,670 | $9,525,363 | |
| 6 | MOD |
Modine Manufacturing Co
|
35,857 | $7,770,570 | |
| 7 | GNTX |
Gentex Corp
|
354,986 | $7,756,444 | |
| 8 | ADNT |
Adient plc
|
320,104 | $6,469,301 |
All Filings in HLLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,576 | 106,051 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $471,464 | 114,156 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,713 | 14,877 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $54,586 | 21,240 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||