Position in ARHS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$688,637
+$228,235 QoQ
Shares Held
81,786
+20.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 165 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ARHS Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $113,077,926 across 26 Specialty Retail names. ARHS ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
82,832 | $19,308,138 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
438,683 | $13,866,768 | |
| 3 | BBY |
Best Buy Co Inc
|
178,562 | $13,549,284 | |
| 4 | CASY |
Caseys General Stores Inc
|
14,832 | $11,788,325 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
41,746 | $9,468,410 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
18,825 | $8,489,698 | |
| 7 | FIVE |
Five Below, Inc
|
34,418 | $6,188,011 | |
| 8 | SBH |
Sally Beauty Holdings, Inc.
|
310,328 | $4,388,037 |
All Filings in ARHS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,637 | 81,786 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $460,402 | 67,906 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $374,772 | 33,432 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $156,855 | 14,756 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||