PARAGON CAPITAL MANAGEMENT INC

Position in ORLY — O Reilly Automotive Inc

CIK 2038506 Provo, UT

Position in ORLY

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,642,793

-$31,618 QoQ

Shares Held

17,839

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#744

of 1,646 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

PARAGON CAPITAL MANAGEMENT INC holds $2,921,168 across 2 Auto Parts names. ORLY ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ORLY	O Reilly Automotive Inc This page	17,839	$1,642,793
2	AZO	Autozone Inc	400	$1,278,375

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,642,793	17,839	-1.7%	Shares	Sole	2026-07-22
2026-03-31	$1,674,411	18,139	-26.4%	Shares	Sole	2026-04-17
2025-12-31	$2,248,326	24,650	-7.4%	Shares	Sole	2026-01-23
2025-09-30	$2,870,117	26,622	-2.8%	Shares	Sole	2025-10-15
2025-06-30	$2,469,291	27,397	+1359.6%	Shares	Sole	2025-08-06
2025-03-31	$2,688,951	1,877	+20.6%	Shares	Sole	2025-04-24
2024-12-31	$1,845,104	1,556	-1.1%	Shares	Sole	2025-01-27
2024-09-30	$1,812,617	1,574	-2.4%	Shares	Sole	2024-10-16
2024-06-30	$1,702,368	1,612	+1.4%	Shares	Sole	2024-09-26
2024-03-31	$1,794,919	1,590	-1.9%	Shares	Sole	2024-09-26
2023-12-31	$1,540,080	1,621	-4.2%	Shares	Sole	2024-09-26
2023-09-30	$1,537,791	1,692	-3.6%	Shares	Sole	2024-09-26
2023-06-30	$1,676,552	1,755	-17.5%	Shares	Sole	2024-09-26
2023-03-31	$1,805,781	2,127	+10.4%	Shares	Sole	2024-09-26
2022-12-31	$1,626,446	1,927	+5.9%	Shares	Sole	2024-09-25
2022-09-30	$1,280,097	1,820	-9.2%	Shares	Sole	2024-09-25
2022-06-30	$1,266,677	2,005	+1.0%	Shares	Sole	2024-09-25
2022-03-31	$1,360,330	1,986	-8.9%	Shares	Sole	2024-09-25
2021-12-31	$1,538,875	2,179	—	Shares	Sole	2024-09-25
No filing history on record for this holder in this stock.