Position in INVZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$10,700
-$563 QoQ
Shares Held
16,905
+28.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in INVZ Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026Lido Advisors, LLC holds $10,246,095 across 11 Auto Parts names. INVZ ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
44,993 | $4,153,302 | |
| 2 | AZO |
Autozone Inc
|
492 | $1,661,866 | |
| 3 | BWA |
Borgwarner Inc
|
17,366 | $942,278 | |
| 4 | GPC |
Genuine Parts Co
|
8,825 | $933,243 | |
| 5 | APTV |
Aptiv PLC
|
11,199 | $777,658 | |
| 6 | LKQ |
Lkq Corp
|
20,273 | $595,418 | |
| 7 | ALSN |
Allison Transmission Holdings Inc
|
2,920 | $341,815 | |
| 8 | GNTX |
Gentex Corp
|
14,094 | $307,953 |
All Filings in INVZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,700 | 16,905 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,263 | 13,205 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,938 | 13,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,268 | 11,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,639 | 16,319 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,818 | 17,154 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $12,640 | 13,621 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,388 | 13,621 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $33,955 | 13,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,660 | 11,621 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||