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Selling mission-critical products has positioned this business to withstand changing economic forces. 2025 was the 33rd straight year that this industry-leading company reported same-store sales growth.

The Silvant Large Cap Growth SMA returned +2.69% (gross)/+1.94% (net) for the quarter, outperforming the Russell 1000 Growth Index's return of +1.12%. Eli Lilly and Alphabet were among the top stock contributors to relative performance. Royal Caribbean and O'Reilly Automotive were among the largest stock detractors from relative performance.

The global energy landscape is fracturing as the US-Iran war escalates, sending crude oil prices on a vertical trajectory. After beginning this year near $60, West Texas Intermediate (WTI) and Brent crude briefly flirted with a high of $120 – levels not seen in four years – before settling in the triple digits.

O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?

O'Reilly's earnings have climbed at a high-teens annualized pace over the trailing 10 years. This is a stable business, as demand stays steady throughout an economic cycle.

Last summer, this thriving business implemented a significant 15-for-1 stock split. Due to the types of products this company sells, demand is durable, exemplified by 33 straight years of same-store sales growth.

O'Reilly Automotive, Inc. (NASDAQ: ORLY) reported mixed results for the fourth quarter on Thursday.