Position in BURL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,789,918
+$4,532,264 QoQ
Shares Held
14,721
+1550.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 13.472203435682403.ToString("F0")%
Shared 0.ToString("F0")%
None 86.5277965643176.ToString("F0")%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $191,724,264 across 11 Apparel Retail names. BURL ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
922,531 | $147,328,200 | |
| 2 | ROST |
Ross Stores, Inc.
|
44,758 | $9,695,925 | |
| 3 | ANF |
Abercrombie & Fitch Co /De/
|
78,833 | $7,202,971 | |
| 4 | LULU |
lululemon athletica inc.
|
46,462 | $7,113,332 | |
| 5 | AEO |
American Eagle Outfitters Inc
|
354,925 | $5,927,247 | |
| 6 | BURL |
Burlington Stores, Inc.
This page
|
14,721 | $4,789,918 | |
| 7 | GAP |
Gap Inc
|
158,901 | $3,845,404 | |
| 8 | SFIX |
Stitch Fix, Inc.
|
1,085,482 | $3,592,945 |
All Filings in BURL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,789,918 | 14,721 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,654 | 892 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,800,842 | 7,076 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $291,239 | 1,222 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $453,530 | 1,591 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $327,242 | 1,242 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||