Valeo Financial Advisors, LLC

Position in BJ — BJ's Wholesale Club Holdings, Inc.

CIK 1722641 CARMEL, IN

Position in BJ

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$323,801

+$318,957 QoQ

Shares Held

3,290

+2946.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $23,926,306 across 4 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	110,565	$12,522,591
2	COST	Costco Wholesale Corp /New	9,181	$8,588,550
3	TGT	Target Corp	18,336	$2,394,864
4	DLTR	Dollar Tree, Inc.	3,475	$420,301

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$323,801	3,290	+2946.3%	Shares	Sole	2026-05-08
2021-03-31	$4,844	108	-76.8%	Shares	Sole	2021-04-12
2020-06-30	$17,367	466	0.0%	Shares	Sole	2020-07-20
2020-03-31	$11,869	466	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.