Position in BURL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$334,540
-$103,627 QoQ
Shares Held
1,056
-36.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#461
of 650 holders
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $34,371,339 across 7 Apparel Retail names. BURL ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
190,066 | $28,794,998 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,253 | $3,459,449 | |
| 3 | URBN |
Urban Outfitters Inc
|
7,578 | $536,975 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
6,251 | $521,833 | |
| 5 | LULU |
lululemon athletica inc.
|
4,258 | $486,178 | |
| 6 | BURL |
Burlington Stores, Inc.
This page
|
1,056 | $334,540 | |
| 7 | GAP |
Gap Inc
|
12,707 | $237,366 |
All Filings in BURL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,540 | 1,056 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $438,167 | 1,663 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||