JSF Financial’s O'Reilly Automotive ORLY Stock Holding History

JSF Financial’s Portfolio ORLY Stock Details ORLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24M	Buy	13,402 +1,590	+13%	+$149K	0.24%	56
2025 Q4	$1.08M	Buy	11,812 +21	+0.2%	+$2.05K	0.22%	61
2025 Q3	$1.27M	Buy	11,791 +250	+2%	+$25.1K	0.28%	49
2025 Q2	$1.04M	Buy	11,541 +1,371	+13%	+$125K	0.25%	62
2025 Q1	$971K	Buy	+10,170	New	+$885K	0.26%	57
2023 Q2	–	Sell	-10,455	Closed	-$592K	–	116
2023 Q1	$592K	Sell	10,455 -825	-7%	-$45.2K	0.22%	64
2022 Q4	$635K	Buy	11,280 +270	+2%	+$14.5K	0.24%	58
2022 Q3	$516K	Buy	+11,010	New	+$513K	0.2%	67

Other funds holding ORLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSF Financial's ORLY Position: Q1 2026 in Review

JSF Financial increased its O'Reilly Automotive (ORLY) stake by 13% in Q1 2026, buying an estimated $149K and bringing the position to 13,402 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #56.

JSF Financial first reported a position in ORLY in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 1,649 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

JSF Financial held 13,402 shares of O'Reilly Automotive worth $1.24M as of Q1 2026.
JSF Financial bought 1,590 O'Reilly Automotive shares in Q1 2026, an estimated $149K.
O'Reilly Automotive made up 0.24% of JSF Financial's portfolio in Q1 2026, its #56 holding.
JSF Financial first reported a position in O'Reilly Automotive in Q3 2022 and has held it in 8 quarters since.
JSF Financial's O'Reilly Automotive position peaked at $1.27M in Q3 2025.
1,649 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.