O'Reilly Automotive, Inc.
MX ˙ BMV ˙ US67103H1077
SecurityMX:ORLY / O'Reilly Automotive, Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership3,271 shares
Latest Disclosed Value $ 301,946
Avidian Wealth Solutions, LLC reports 22.88% increase in ownership of ORLY / O'Reilly Automotive, Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 3,271 shares of O'Reilly Automotive, Inc. (MX:ORLY) valued at $301,946 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,662 shares of O'Reilly Automotive, Inc.. This represents a change in shares of 22.88% 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)
2026-05-07 2026-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 3,271 609 22.88 302 24.38 0.0096
2026-02-02 2025-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 2,662 -197 -6.89 243 -21.43 0.0088
2025-10-30 2025-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 2,859 324 12.78 308 35.09 0.0116
2025-07-30 2025-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 2,535 2,347 1,248.40 228 -15.24 0.0093
2025-04-25 2025-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 188 6 3.30 269 25.12 0.0120
2025-01-29 2024-12-31 13F OREILLY AUTOMOTIVE COM 67103H107 182 -31 -14.55 216 -12.24 0.0097
2024-10-30 2024-09-30 13F OREILLY AUTOMOTIVE COM 67103H107 213 -41 -16.14 245 -8.58 0.0111
2024-08-06 2024-06-30 13F OREILLY AUTOMOTIVE COM 67103H107 254 65 34.39 268 25.82 0.0111
2024-05-03 2024-03-31 13F OREILLY AUTOMOTIVE COM 67103H107 189 189 213 0.0104
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.