Position in SRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,817
+$857 QoQ
Shares Held
385
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 112 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRI Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $13,356,710 across 44 Auto Parts names. SRI ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
2,788 | $8,910,274 | |
| 2 | LKQ |
Lkq Corp
|
70,413 | $1,853,973 | |
| 3 | ORLY |
O Reilly Automotive Inc
|
8,873 | $817,109 | |
| 4 | BWA |
Borgwarner Inc
|
7,783 | $516,787 | |
| 5 | GPC |
Genuine Parts Co
|
1,724 | $203,393 | |
| 6 | LEA |
Lear Corp
|
1,133 | $151,886 | |
| 7 | ALV |
Autoliv Inc
|
880 | $102,224 | |
| 8 | ALSN |
Allison Transmission Holdings Inc
|
834 | $94,022 |
All Filings in SRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,817 | 385 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,960 | 406 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,407 | 416 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,458 | 454 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,413 | 1,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,504 | 328 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,473 | 1,192 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $1,917 | 104 | Shares | Sole | 2024-06-11 | |
| 2021-12-31 | $2,171 | 110 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||