JOHNSON INVESTMENT COUNSEL INC

Position in ORLY — O Reilly Automotive Inc

CIK 821197 Cincinnati, OH

Position in ORLY

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$715,864

-$130,108 QoQ

Shares Held

7,755

-16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 28.368794326241137.ToString("F0")% Shared 0.ToString("F0")% None 71.63120567375887.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

JOHNSON INVESTMENT COUNSEL INC holds $35,653,420 across 5 Auto Parts names. ORLY ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GPC	Genuine Parts Co	303,063	$32,048,912
2	ALSN	Allison Transmission Holdings Inc	19,148	$2,241,464
3	ORLY	O Reilly Automotive Inc This page	7,755	$715,864
4	APTV	Aptiv PLC	6,290	$436,777
5	MGA	Magna International Inc	3,770	$210,403

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$715,864	7,755	-16.4%	Shares	Sole	2026-05-04
2025-12-31	$845,972	9,275	+2.3%	Shares	Sole	2026-02-13
2025-09-30	$977,513	9,067	+10.5%	Shares	Sole	2025-11-06
2025-06-30	$739,516	8,205	+1691.5%	Shares	Sole	2025-07-25
2025-03-31	$43,741	458	+0.2%	Shares	Sole	2025-04-21
2024-12-31	$36,127	457	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$34,931	455	+0.7%	Shares	Sole	2024-11-04
2024-06-30	$31,822	452	-45.9%	Shares	Sole	2024-08-08
2024-03-31	$62,841	835	-8.4%	Shares	Sole	2024-05-09
2023-12-31	$57,764	912	0.0%	Shares	Sole	2024-02-07
2023-09-30	$55,258	912	+19.7%	Shares	Sole	2023-11-13
2023-06-30	$48,529	762	-12.3%	Shares	Sole	2023-08-10
2023-03-31	$49,184	869	+2.2%	Shares	Sole	2023-05-15
2022-12-31	$47,828	850	0.0%	Shares	Sole	2023-02-14
2022-09-30	$39,856	850	0.0%	Shares	Sole	2022-11-14
2022-06-30	$35,799	850	+25.7%	Shares	Sole	2022-08-15
2022-03-31	$30,868	676	+103.0%	Shares	Sole	2022-05-11
2021-12-31	$15,678	333	-0.6%	Shares	Sole	2022-02-15
2021-09-30	$13,646	335	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.