Position in TM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$701,118
-$220,838 QoQ
Shares Held
3,402
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Mar 31, 2026Valeo Financial Advisors, LLC holds $29,807,633 across 7 Auto Manufacturers names. TM ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
53,821 | $20,007,956 | |
| 2 | XPEV |
Xpeng Inc.
|
386,178 | $6,607,505 | |
| 3 | F |
Ford Motor Co
|
91,489 | $1,055,783 | |
| 4 | GM |
General Motors Co
|
9,811 | $730,919 | |
| 5 | TM |
Toyota Motor Corp/
This page
|
3,402 | $701,118 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
24,245 | $364,887 | |
| 7 | RACE |
Ferrari N.V.
|
1,003 | $339,465 |
All Filings in TM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||