Valeo Financial Advisors, LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1722641 CARMEL, IN

Position in ORLY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,569,489

+$42,036 QoQ

Shares Held

17,043

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#756

of 1,646 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $3,704,938 across 5 Auto Parts names. ORLY ranks #1 (42.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	17,043	$1,569,489
2	GPC	Genuine Parts Co	10,621	$1,253,065
3	BWA	Borgwarner Inc	6,116	$406,102
4	MOD	Modine Manufacturing Co	898	$239,783
5	AZO	Autozone Inc	74	$236,499

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,569,489	17,043	+3.0%	Shares	Sole	2026-07-08
2026-03-31	$1,527,453	16,547	-17.8%	Shares	Sole	2026-05-08
2025-12-31	$1,836,239	20,132	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$2,190,267	20,316	-0.4%	Shares	Sole	2025-11-03
2025-06-30	$1,839,102	20,405	+1485.5%	Shares	Sole	2025-09-12
2025-03-31	$1,843,729	1,287	+33.0%	Shares	Sole	2025-04-30
2024-12-31	$1,147,853	968	-17.2%	Shares	Sole	2025-01-30
2024-09-30	$1,346,219	1,169	-4.5%	Shares	Sole	2024-10-10
2024-06-30	$1,292,617	1,224	+19.8%	Shares	Sole	2024-07-10
2024-03-31	$1,153,715	1,022	+23.4%	Shares	Sole	2024-04-25
2023-12-31	$786,666	828	+46.3%	Shares	Sole	2024-01-29
2023-09-30	$514,415	566	+4.4%	Shares	Sole	2023-10-20
2023-06-30	$517,772	542	-7.5%	Shares	Sole	2023-07-14
2023-03-31	$497,502	586	+39.9%	Shares	Sole	2023-04-17
2022-12-31	$353,648	419	-23.5%	Shares	Sole	2023-02-09
2022-03-31	$375,358	548	+3123.5%	Shares	Sole	2022-04-28
2020-12-31	$7,693	17	-85.2%	Shares	Sole	2021-02-11
2020-09-30	$53,024	115	-37.8%	Shares	Sole	2020-10-28
2020-06-30	$78,008	185	+219.0%	Shares	Sole	2020-07-20
2020-03-31	$17,460	58	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.