UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

ORLY — O Reilly Automotive Inc

Top Portfolio Positions

3,044 positions · $457,779,741,593 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.58%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.85%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.16%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.36%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.84%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.64%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.60%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.58%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.42%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.20%

52 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$848,121,383	9,187,752	+20.1%	Shares	Defined	2026-05-13
2025-12-31	$697,476,206	7,646,927	+16.3%	Shares	Defined	2026-02-13
2025-09-30	$708,742,071	6,573,992	-20.9%	Shares	Sole	2025-11-14
2025-06-30	$748,961,005	8,309,786	+1544.2%	Shares	Defined	2025-08-14
2025-03-31	$48,269,805	505,415	+3.8%	Shares	Defined	2025-05-19
2024-12-31	$38,474,444	486,690	+9.9%	Shares	Defined	2025-02-14
2024-09-30	$34,007,494	442,960	+368.4%	Shares	Defined	2024-11-14
2024-06-30	$6,657,330	94,559	-73.0%	Shares	Defined	2024-08-14
2024-03-31	$26,382,912	350,563	+12.8%	Shares	Defined	2024-05-15
2023-12-31	$19,688,700	310,848	-6.2%	Shares	Defined	2024-02-14
2023-09-30	$20,084,961	331,486	+2.9%	Shares	Defined	2023-11-13
2023-06-30	$20,511,697	322,072	0.0%	Shares	Defined	2023-08-11
2023-03-31	$18,228,850	322,072	-2.9%	Shares	Defined	2023-05-15
2022-12-31	$18,670,455	331,809	+13.2%	Shares	Defined	2023-02-14
2022-09-30	$13,745,375	293,141	-6.3%	Shares	Defined	2022-11-14
2022-06-30	$13,178,285	312,895	+3.6%	Shares	Defined	2022-08-12
2022-03-31	$13,797,964	302,163	-16.0%	Shares	Defined	2022-05-16
2021-12-31	$16,926,915	359,520	+1.1%	Shares	Defined	2022-02-14
2021-09-30	$14,492,939	355,766	-25.9%	Shares	Defined	2021-11-15
2021-06-30	$18,131,757	480,346	+37.1%	Shares	Defined	2021-08-16
2021-03-31	$11,845,849	350,296	+27.7%	Shares	Defined	2021-05-14
2020-12-31	$8,273,299	274,211	+562.5%	Shares	Defined	2021-02-17
2020-09-30	$1,272,335	41,392	-86.1%	Shares	Other	2020-11-13
2020-06-30	$8,395,608	298,656	-4.8%	Shares	Defined	2020-08-14
2020-03-31	$6,296,360	313,720	—	Shares	Defined	2020-05-15
No quarters match your search.