Tema ETFs LLC

Mutual Fund

Position in ORLY — O Reilly Automotive Inc

CIK 2056807 New York, NY

Position in ORLY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,500,974

+$255,251 QoQ

Shares Held

16,299

+20.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#184

of 561 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Tema ETFs LLC holds $38,949,309 across 5 Auto Parts names. ORLY ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MOD	Modine Manufacturing Co	113,679	$30,354,566
2	ATMU	Atmus Filtration Technologies Inc.	105,917	$5,400,707
3	ORLY	O Reilly Automotive Inc This page	16,299	$1,500,974
4	AZO	Autozone Inc	320	$1,022,700
5	GPC	Genuine Parts Co	5,682	$670,362

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,500,974	16,299	+20.8%	Shares	Sole	2026-07-10
2026-03-31	$1,245,723	13,495	+0.5%	Shares	Sole	2026-04-15
2025-12-31	$1,224,494	13,425	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$1,451,661	13,465	—	Shares	Sole	2025-10-24
No filing history on record for this holder in this stock.