Position in LAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,061,026
+$205,857 QoQ
Shares Held
7,095
-4.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 440 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Cetera Investment Advisers holds $26,841,160 across 15 Auto & Truck Dealerships names. LAD ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
186,711 | $12,289,318 | |
| 2 | VVV |
Valvoline Inc
|
93,941 | $3,714,427 | |
| 3 | LAD |
Lithia Motors Inc
This page
|
7,095 | $2,061,026 | |
| 4 | KMX |
Carmax Inc
|
37,937 | $2,006,487 | |
| 5 | AN |
Autonation, Inc.
|
7,577 | $1,407,730 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
7,167 | $1,282,534 | |
| 7 | CARG |
CarGurus, Inc.
|
36,687 | $1,250,659 | |
| 8 | GPI |
Group 1 Automotive Inc
|
2,901 | $844,684 |
All Filings in LAD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,026 | 7,095 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,855,169 | 7,429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,198,695 | 6,616 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,107,088 | 6,668 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,868,482 | 5,531 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,569,558 | 5,347 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,236,350 | 3,459 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,298,194 | 4,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $974,961 | 3,862 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,147,480 | 3,814 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $304,254 | 924 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $251,621 | 852 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $255,452 | 840 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||