Summit Wealth & Retirement Planning »

O'reilly Automotive shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of O'reilly Automotive (ORLY) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in O'reilly Automotive

Tip: Access up to 7 years of quarterly data

All positions including O'reilly Automotive held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in O'reilly Automotive by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 7.2k 107.81
2025-06-30 $652k 7.2k 90.13

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding O'reilly Automotive

Vanguard Group
BlackRock
State Street Corporation
FMR
Principal Financial Group
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
Jennison Associates
Wellington Management Company
Nuveen
Invesco
Northern Trust
Akre Capital Management
Goldman Sachs Group

View all funds holding O'reilly Automotive