ORLY OREILLY AUTOMOTIVE INC

Ownership history in McBroom & Associates, LLC  ·  17 quarters on record

AI Ownership Summary

McBroom & Associates, LLC reported OREILLY AUTOMOTIVE INC (ORLY) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.68% in 2025 Q1. The latest visible filing shows ORLY at 5.41% 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 McBroom & Associates, 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
2025 Q4

ORLY was reported at 5.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.68% in 2025 Q1

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 2025 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 McBroom & Associates, LLC held ORLY — position size vs. price
% of Fund (quarterly)    ORLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 122,084 +700 +0.6% 5.41% $11.1M 2026-02-14 (Est.) $96.66
2025 Q3 ADDED 121,384 +113,233 +1389.2% 6.22% $13.1M 2025-10-29 $94.52
2025 Q2 UNCHANGED 8,151 0% 6.68% $11.7M 2025-08-05 $102.23
2025 Q1 ADDED 8,151 +45 +0.6% 6.68% $11.7M 2025-04-17 $92.73
2024 Q4 ADDED 8,106 +143 +1.8% 5.44% $9.6M 2025-01-29 $85.87
2024 Q3 ADDED 7,963 +149 +1.9% 5.61% $9.2M 2024-10-18 $80.73
2024 Q2 ADDED 7,814 +216 +2.8% 5.17% $8.3M 2024-08-07 $73.94
2024 Q1 REDUCED 7,598 -145 -1.9% 5.65% $8.6M 2024-04-16 $72.63
2023 Q4 REDUCED 7,743 -85 -1.1% 5.36% $7.4M 2024-01-08 $61.86
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About McBroom & Associates, 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 McBroom & Associates, LLC reported owning ORLY?

McBroom & Associates, LLC reported ORLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ORLY position in McBroom & Associates, LLC's portfolio?

The largest reported portfolio weight for ORLY was 6.68% in 2025 Q1.

What is the latest reported ORLY position on this page?

The most recent filing on this page is 2025 Q4, when McBroom & Associates, LLC reported 122,084 shares, equal to 5.41% of portfolio, with an estimated market value of $11.1M.

What does the chart on this ORLY ownership page compare?

The chart compares McBroom & Associates, 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.

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