SEC 13F Intelligence

Arcadia Investment Management Corp/Mi / ORLY

Arcadia Investment Management Corp/Mi’s Oreilly Automotive Inc Position

Does Arcadia Investment Management Corp/Mi own Oreilly Automotive Inc (ORLY)? Yes — 143.4K shares worth $13M (+2.27% of its 13F portfolio) as of Q1 2026, down from 150.0K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
143.4K
% of Portfolio
+2.27%
Quarters Held
30
currently held

Position History ORLY

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $12MQ3 ’23: $11MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $13MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $15MQ2 ’25: $14MQ3 ’25: $17MQ4 ’25: $14MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026143.4K$13M+2.27%
Q4 2025150.0K$14M+2.22%
Q3 2025157.1K$17M+2.61%
Q2 2025157.6K$14M+2.27%
Q1 202510.7K$15M+2.78%
Q4 202411.8K$14M+2.23%
Q3 202412.0K$14M+2.28%
Q2 202412.0K$13M+2.17%
Q1 202411.9K$13M+2.38%
Q4 202312.1K$11M+2.19%
Q3 202312.1K$11M+2.33%
Q2 202312.3K$12M+2.39%
Q1 202312.0K$10M+2.22%
Q4 202212.4K$10M+2.44%
Q3 202213.5K$9M+2.29%
Q2 202213.9K$9M+1.96%
Q1 202213.8K$9M+1.79%
Q4 202114.0K$10M+1.65%
Q3 202114.3K$9M+1.61%
Q2 202115.0K$8M+1.60%
Q1 202115.9K$8M+1.61%
Q4 202016.4K$7M+1.53%
Q3 202017.2K$8M+1.71%
Q2 202017.9K$8M+1.84%
Q1 202018.1K$5M+1.65%
Q4 201918.3K$8M+2.03%
Q3 201918.5K$7M+2.02%
Q2 201918.7K$7M+1.89%
Q1 201918.6K$7M+2.08%
Q4 201818.4K$6M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arcadia Investment Management Corp/Mi’s full portfolio or all institutional holders of ORLY.