Position in HLLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,114
-$1,247 QoQ
Shares Held
2,398
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 133 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLLY Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $2,854,591 across 33 Auto Parts names. HLLY ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
6,940 | $639,104 | |
| 2 | BWA |
Borgwarner Inc
|
5,318 | $353,115 | |
| 3 | MOD |
Modine Manufacturing Co
|
1,013 | $270,491 | |
| 4 | AZO |
Autozone Inc
|
83 | $265,263 | |
| 5 | PHIN |
Phinia Inc.
|
2,420 | $199,335 | |
| 6 | LEA |
Lear Corp
|
1,138 | $152,560 | |
| 7 | GPC |
Genuine Parts Co
|
1,174 | $138,508 | |
| 8 | XPEL |
XPEL, Inc.
|
2,275 | $112,840 |
All Filings in HLLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,114 | 2,398 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,361 | 2,398 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,903 | 2,398 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $113,445 | 38,456 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $137,672 | 38,456 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $171,513 | 38,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $187,280 | 38,456 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $191,895 | 38,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $157,285 | 38,456 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $105,369 | 38,456 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $101,802 | 48,020 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||