Position in LAD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$624,843
+$101,430 QoQ
Shares Held
2,151
+2.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#221
of 440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $2,555,678 across 16 Auto & Truck Dealerships names. LAD ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
2,151 | $624,843 | |
| 2 | VVV |
Valvoline Inc
|
8,344 | $329,921 | |
| 3 | ACVA |
ACV Auctions Inc.
|
45,834 | $329,546 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
1,689 | $302,246 | |
| 5 | CVNA |
Carvana Co.
|
3,654 | $240,506 | |
| 6 | AN |
Autonation, Inc.
|
1,108 | $205,855 | |
| 7 | GPI |
Group 1 Automotive Inc
|
665 | $193,628 | |
| 8 | OPLN |
OPENLANE, Inc.
|
4,523 | $186,528 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,843 | 2,151 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $523,413 | 2,096 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $709,192 | 2,134 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $693,936 | 2,196 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $735,434 | 2,177 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $643,146 | 2,191 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $788,490 | 2,206 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $937,038 | 2,950 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $757,097 | 2,999 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $904,686 | 3,007 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $903,544 | 2,744 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $773,469 | 2,619 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $804,066 | 2,644 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $577,132 | 2,521 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $130 | 917 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $200,389 | 934 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $159,389 | 580 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $150,060 | 500 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $145,505 | 490 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $155,349 | 490 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $111,683 | 325 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $129,899 | 333 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $64,972 | 222 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||