ELEVATION POINT WEALTH PARTNERS, LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1744349 DENVER, CO

Position in ORLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,968,331

-$129,875 QoQ

Shares Held

21,374

-6.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#702

of 1,652 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $4,770,449 across 8 Auto Parts names. ORLY ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	21,374	$1,968,331
2	BWA	Borgwarner Inc	9,212	$611,676
3	AZO	Autozone Inc	180	$575,269
4	ALSN	Allison Transmission Holdings Inc	3,578	$403,383
5	ATMU	Atmus Filtration Technologies Inc.	7,794	$397,416
6	GPC	Genuine Parts Co	3,338	$393,817
7	APTV	Aptiv PLC	6,207	$380,985
8	INVZ	Innoviz Technologies Ltd.	52,000	$39,572

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,968,331	21,374	-6.0%	Shares	Sole	2026-08-12
2026-03-31	$2,098,206	22,730	+93.0%	Shares	Sole	2026-04-27
2025-12-31	$1,074,453	11,780	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$1,267,306	11,755	+38.8%	Shares	Sole	2025-11-14
2025-06-30	$763,491	8,471	+1355.5%	Shares	Sole	2026-02-03
2025-03-31	$833,761	582	+21.0%	Shares	Sole	2026-02-03
2024-12-31	$570,369	481	-9.8%	Shares	Sole	2026-02-03
2024-09-30	$613,802	533	-14.4%	Shares	Sole	2026-02-03
2024-06-30	$657,925	623	-14.7%	Shares	Sole	2026-02-03
2024-03-31	$824,082	730	+96.2%	Shares	Sole	2026-02-03
2023-12-31	$353,429	372	-5.3%	Shares	Sole	2024-02-13
2023-09-30	$357,182	393	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.