Position in BBY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$575,322
-$216,906 QoQ
Shares Held
7,582
-38.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 864 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $7,210,227 across 11 Specialty Retail names. BBY ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
5,846 | $1,362,702 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
39,244 | $1,240,502 | |
| 3 | FIVE |
Five Below, Inc
|
5,110 | $918,726 | |
| 4 | CASY |
Caseys General Stores Inc
|
1,049 | $833,734 | |
| 5 | EYE |
National Vision Holdings, Inc.
|
33,490 | $636,644 | |
| 6 | BBY |
Best Buy Co Inc
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|
7,582 | $575,322 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
1,129 | $509,156 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
2,064 | $468,135 |
All Filings in BBY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,322 | 7,582 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $792,228 | 12,340 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $652,835 | 9,754 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $549,606 | 7,268 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $431,041 | 6,421 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $467,276 | 6,348 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $531,874 | 6,199 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $587,570 | 5,688 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $465,617 | 5,524 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $405,556 | 4,944 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $227,638 | 2,908 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $316,227 | 4,552 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $358,285 | 4,372 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $367,008 | 4,689 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $375,302 | 4,679 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||