Position in INVZ
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$145
-$51 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Clearstead Advisors, LLC holds $17,600,698 across 22 Auto Parts names. INVZ ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
141,643 | $13,075,065 | |
| 2 | CVGI |
Commercial Vehicle Group, Inc.
|
700,000 | $2,387,000 | |
| 3 | MOD |
Modine Manufacturing Co
|
4,300 | $931,853 | |
| 4 | BWA |
Borgwarner Inc
|
5,842 | $316,986 | |
| 5 | AZO |
Autozone Inc
|
82 | $276,977 | |
| 6 | GPC |
Genuine Parts Co
|
1,739 | $183,899 | |
| 7 | LKQ |
Lkq Corp
|
5,000 | $146,850 | |
| 8 | ALV |
Autoliv Inc
|
873 | $91,804 |
All Filings in INVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145 | 230 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $196 | 230 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||