O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionDougherty Wealth Advisers LLC
Latest Disclosed Ownership2,910 shares
Latest Disclosed Value $ 268,622
Dougherty Wealth Advisers LLC ownership in ORLY / O'Reilly Automotive, Inc.

On April 21, 2026 - Dougherty Wealth Advisers LLC filed a 13F-HR form disclosing ownership of 2,910 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $268,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 2,910 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 2,910 0 0.00 269 1.13 0.1704
2026-01-29 2025-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 2,910 0 0.00 265 -15.34 0.1500
2025-10-14 2025-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 2,910 0 0.00 314 19.47 0.2021
2025-07-22 2025-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 2,910 2,716 1,400.00 262 -5.42 0.1742
2025-04-25 2025-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 194 -14 -6.73 278 12.60 0.2055
2025-01-24 2024-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 208 0 0.00 247 2.93 0.1912
2024-10-30 2024-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 208 0 0.00 240 9.13 0.1903
2024-07-11 2024-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 208 0 0.00 220 -6.41 0.1920
2024-04-26 2024-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 208 -28 -11.86 235 4.46 0.2078
2024-01-22 2023-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 224 4.67 0.2060
2023-10-25 2023-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 214 -4.89 0.2483
2023-08-03 2023-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 225 12.50 0.3094
2023-04-14 2023-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 200 0.50 0.3028
2023-01-19 2022-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 199 19.88 0.3272
2022-10-13 2022-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 166 11.41 0.3284
2022-07-19 2022-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 149 -8.02 0.2781
2022-04-29 2022-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 162 -2.99 0.2445
2022-01-27 2021-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 167 15.97 0.2333
2021-11-02 2021-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 144 7.46 0.2143
2021-08-05 2021-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 134 11.67 0.1979
2021-05-06 2021-03-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 120 12.15 0.1810
2021-02-04 2020-12-31 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 107 -1.83 0.1681
2020-11-02 2020-09-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 109 9.00 0.3762
2020-08-11 2020-06-30 13F OREILLY AUTOMOTIVE INC COM Stock 67103H107 236 0 0.00 100 40.85 0.3658
2020-05-05 2020-03-31 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 0 0.00 71 -31.07 0.2827
2020-02-07 2019-12-31 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 0 0.00 103 9.57 0.3148
2019-11-12 2019-09-30 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 0 0.00 94 8.05 0.3092
2019-08-07 2019-06-30 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 0 0.00 87 -5.43 0.2458
2019-05-09 2019-03-31 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 0 0.00 92 6.98 0.3120
2019-02-11 2018-12-31 13F O REILLY AUTOMOTIVE INC NEW COM Stock 67103H107 236 236 86 0.2832
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.