BOSTON FINANCIAL MANGEMENT LLC ORLY OREILLY AUTOMOTIVE INC

Ownership history in BOSTON FINANCIAL MANGEMENT LLC  ·  11 quarters on record

AI Ownership Summary

BOSTON FINANCIAL MANGEMENT LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 11 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows ORLY at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON FINANCIAL MANGEMENT LLC's position in OREILLY AUTOMOTIVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

ORLY was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BOSTON FINANCIAL MANGEMENT LLC held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 25,058 +212 +0.9% 0.90% $29.7M 2025-02-14 (Est.) $87.92
2024 Q3 ADDED 24,846 +668 +2.8% 0.85% $28.6M 2024-10-25 $79.68
2024 Q2 ADDED 24,178 +400 +1.7% 0.81% $25.5M 2024-07-30 $76.06
2024 Q1 ADDED 23,778 +468 +2.0% 0.85% $26.8M 2024-05-10 $67.96
2023 Q4 ADDED 23,310 +436 +1.9% 0.75% $22.1M 2024-02-13 $69.28
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOSTON FINANCIAL MANGEMENT LLC and ORLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON FINANCIAL MANGEMENT LLC reported owning ORLY?

BOSTON FINANCIAL MANGEMENT LLC reported ORLY across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported ORLY position in BOSTON FINANCIAL MANGEMENT LLC's portfolio?

The largest reported portfolio weight for ORLY was 0.90% in 2024 Q4.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2024 Q4, when BOSTON FINANCIAL MANGEMENT LLC reported 25,058 shares, equal to 0.90% of portfolio, with an estimated market value of $29.7M.

What does the chart on this ORLY ownership page compare?

The chart compares BOSTON FINANCIAL MANGEMENT LLC's quarterly ORLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOSTON FINANCIAL MANGEMENT LLC time their ORLY position?

Based on 13F filing dates vs. subsequent ORLY price moves, BOSTON FINANCIAL MANGEMENT LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on ORLY relative to SPY over the holding period was -0.9%.

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