Summit Financial, LLC

Position in ORLY — O Reilly Automotive Inc

CIK 1765536 PARSIPPANY, NJ

Position in ORLY

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

Position Value

$3,503,195

-$133,449 QoQ

Shares Held

38,041

-3.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#586

of 1,646 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $8,760,897 across 6 Auto Parts names. ORLY ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORLY	O Reilly Automotive Inc This page	38,041	$3,503,195
2	AZO	Autozone Inc	676	$2,160,455
3	MOD	Modine Manufacturing Co	7,282	$1,944,439
4	ALV	Autoliv Inc	3,656	$424,717
5	GPC	Genuine Parts Co	3,558	$419,772
6	QS	QuantumScape Corp	40,783	$308,319

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,503,195	38,041	-3.4%	Shares	Sole	2026-08-12
2026-03-31	$3,636,644	39,396	-10.4%	Shares	Sole	2026-05-15
2025-12-31	$4,009,682	43,961	-10.6%	Shares	Sole	2026-02-13
2025-09-30	$5,302,742	49,186	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$4,446,383	49,333	+1325.4%	Shares	Sole	2025-08-13
2025-03-31	$4,958,157	3,461	+14.0%	Shares	Sole	2025-05-14
2024-12-31	$3,601,273	3,037	-0.2%	Shares	Sole	2025-02-12
2024-09-30	$3,503,165	3,042	+25.2%	Shares	Sole	2024-11-12
2024-06-30	$2,566,225	2,430	+73.2%	Shares	Sole	2024-07-31
2024-03-31	$1,583,819	1,403	-10.0%	Shares	Sole	2024-04-24
2023-12-31	$1,481,175	1,559	+8.9%	Shares	Sole	2024-02-06
2023-09-30	$1,301,488	1,432	-5.2%	Shares	Sole	2023-11-07
2023-06-30	$1,442,503	1,510	-2.8%	Shares	Sole	2023-08-11
2023-03-31	$1,318,466	1,553	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$1,318,375	1,562	-10.2%	Shares	Sole	2023-02-07
2022-09-30	$1,223,125	1,739	+5.1%	Shares	Sole	2022-11-15
2022-06-30	$1,044,930	1,654	-1.5%	Shares	Sole	2022-08-12
2022-03-31	$1,150,732	1,680	+2.3%	Shares	Sole	2022-05-10
2021-12-31	$1,159,629	1,642	+46.0%	Shares	Sole	2022-02-07
2021-09-30	$687,441	1,125	+133.9%	Shares	Sole	2021-11-08
2021-06-30	$272,346	481	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.