UMA Financial Services »

Holley shares owned by UMA Financial Services

Quarter-by-quarter ownership of Holley (HLLY) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Holley

Tip: Access up to 7 years of quarterly data

All positions including Holley held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Holley by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5k 483 3.14
2025-06-30 $966 483 2.00

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Holley

Allspring Global Investments Holdings
Robeco Investment Management
Daniel D. Thurber
Blue Owl Capital Holdings
BlackRock
Vanguard Group
Bamco
Clearlake Capital Group
Advisory Research
Dimensional Fund Advisors
Russell Investments
Franklin Resources
Skylands Capital
Geode Capital Management
Citadel Advisors

View all funds holding Holley