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Annex Advisory Services, LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1542287 BROOKFIELD, WI

Position in ORLY

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$39,014,665
-$1,133,354 QoQ
Shares Held
423,658
-2.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#182
of 1,646 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ORLY Over Time

Shares Held

Position Value (USD)

Position in Auto Parts

Consumer Cyclical · as of Jun 30, 2026

Annex Advisory Services, LLC holds $39,653,267 across 3 Auto Parts names. ORLY ranks #1 (98.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ORLY
O Reilly Automotive Inc
This page
423,658 $39,014,665

All Filings in ORLY

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $39,014,665 423,658
2026-03-31 $40,148,019 434,926
2025-12-31 $39,194,213 429,714
2025-09-30 $64,139,834 594,934
2025-06-30 $50,930,570 565,079
2025-03-31 $55,112,765 38,471
2024-12-31 $40,349,199 34,027
2024-09-30 $31,794,510 27,609
2024-06-30 $27,469,176 26,011
2024-03-31 $13,792,661 12,218
2023-12-31 $9,970,144 10,494
2023-09-30 $8,314,255 9,148
2023-06-30 $7,007,129 7,335
2023-03-31 $5,874,096 6,919
2022-12-31 $6,878,848 8,150
2022-09-30 $5,791,383 8,234
2022-06-30 $5,136,204 8,130
2022-03-31 $7,235,232 10,563
2021-12-31 $6,137,844 8,691
2021-09-30 $3,414,600 5,588
2021-06-30 $3,268,161 5,772
2021-03-31 $2,739,659 5,401
2020-12-31 $2,478,270 5,476