SHELTON CAPITAL MANAGEMENT

Position in ORLY — O Reilly Automotive Inc

CIK 1002784 Denver, CO

Position in ORLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,380,924

+$2,047,541 QoQ

Shares Held

275,610

+9.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#236

of 1,646 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $26,789,792 across 6 Auto Parts names. ORLY ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	275,610	$25,380,924
2	BWA	Borgwarner Inc	6,765	$449,196
3	AZO	Autozone Inc	86	$274,850
4	ALV	Autoliv Inc	2,263	$262,892
5	LEA	Lear Corp	1,625	$217,847
6	LKQ	Lkq Corp	7,751	$204,083

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,380,924	275,610	+9.0%	Shares	Sole	2026-08-14
2026-03-31	$23,333,383	252,772	+5.1%	Shares	Sole	2026-05-15
2025-12-31	$21,940,200	240,546	+50.2%	Shares	Sole	2026-02-17
2025-09-30	$17,263,615	160,130	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$13,562,762	150,480	+1323.0%	Shares	Sole	2025-08-13
2025-03-31	$15,149,528	10,575	+5.8%	Shares	Sole	2025-05-15
2024-12-31	$11,848,508	9,992	+28.3%	Shares	Sole	2025-02-13
2024-09-30	$8,969,808	7,789	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$8,243,604	7,806	0.0%	Shares	Sole	2024-08-13
2024-03-31	$8,812,041	7,806	-26.6%	Shares	Sole	2024-05-15
2023-12-31	$10,106,956	10,638	-22.3%	Shares	Sole	2024-02-14
2023-09-30	$12,446,844	13,695	+12.0%	Shares	Sole	2023-11-14
2023-06-30	$11,679,503	12,226	+8.4%	Shares	Sole	2023-08-10
2023-03-31	$9,571,406	11,274	+252.3%	Shares	Sole	2023-05-11
2022-12-31	$2,700,897	3,200	-53.9%	Shares	Sole	2023-02-13
2022-09-30	$4,885,469	6,946	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$4,495,600	7,116	0.0%	Shares	Sole	2022-08-11
2022-03-31	$4,874,175	7,116	-1.4%	Shares	Sole	2022-05-12
2021-12-31	$5,096,155	7,216	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$4,416,127	7,227	-0.3%	Shares	Sole	2021-11-15
2021-06-30	$4,106,151	7,252	+14.2%	Shares	Sole	2021-08-12
2021-03-31	$3,222,055	6,352	+6.9%	Shares	Sole	2021-05-14
2020-12-31	$2,689,620	5,943	-32.2%	Shares	Sole	2021-02-16
2020-09-30	$4,043,675	8,770	+43.8%	Shares	Sole	2020-11-09
2020-06-30	$2,571,762	6,099	0.0%	Shares	Sole	2020-08-12
2020-03-31	$1,836,103	6,099	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.