Position in TM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$548,712
-$152,406 QoQ
Shares Held
3,258
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 639 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $33,389,928 across 7 Auto Manufacturers names. TM ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
57,659 | $24,251,375 | |
| 2 | XPEV |
Xpeng Inc.
|
387,230 | $5,126,925 | |
| 3 | F |
Ford Motor Co
|
101,423 | $1,409,779 | |
| 4 | GM |
General Motors Co
|
14,748 | $1,136,775 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
3,258 | $548,712 | |
| 6 | RACE |
Ferrari N.V.
|
1,255 | $467,223 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
25,887 | $449,139 |
All Filings in TM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,712 | 3,258 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $701,118 | 3,402 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $921,956 | 4,307 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $776,016 | 4,061 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $657,860 | 3,819 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $641,686 | 3,635 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $643,769 | 3,308 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $662,494 | 3,710 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $716,165 | 3,494 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $987,088 | 3,922 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $737,921 | 4,024 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $559,202 | 3,111 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $485,143 | 3,018 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $307,183 | 2,168 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $337,898 | 2,474 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $296,540 | 2,276 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $340,715 | 2,210 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $569,590 | 3,160 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $247,560 | 1,336 | Shares | Sole | 2022-01-07 | |
| 2021-03-31 | $97,537 | 625 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $81,149 | 525 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $69,531 | 525 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $117,464 | 935 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $79,286 | 661 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||