Position in BURL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,312,198
+$643,968 QoQ
Shares Held
26,238
+11.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#153
of 653 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $182,433,919 across 19 Apparel Retail names. BURL ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
550,539 | $83,406,658 | |
| 2 | ROST |
Ross Stores, Inc.
|
177,406 | $37,760,866 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
26,238 | $8,312,198 | |
| 4 | URBN |
Urban Outfitters Inc
|
113,453 | $8,039,278 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
80,411 | $7,237,793 | |
| 6 | LULU |
lululemon athletica inc.
|
51,354 | $5,863,599 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
288,680 | $4,965,295 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
29,772 | $4,890,646 |
All Filings in BURL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,312,198 | 26,238 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,668,230 | 23,567 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,214,901 | 7,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,436,907 | 5,646 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,234,852 | 5,308 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,350,616 | 5,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,445,539 | 5,071 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,310,285 | 4,973 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,006,080 | 4,192 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $793,857 | 3,419 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $571,187 | 2,937 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $210,391 | 1,555 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $216,883 | 1,378 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $294,055 | 1,455 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,924 | 1,277 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $364 | 2 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $282,473 | 969 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $242,168 | 854 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $267,251 | 830 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $781,063 | 2,614 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $238,795 | 913 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||