Position in BURL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$75,398
-$6,272 QoQ
Shares Held
238
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 644 holders
Holding Since
Mar 2023
13 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, 2026Larson Financial Group LLC holds $5,016,522 across 13 Apparel Retail names. BURL ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
26,848 | $4,067,472 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,855 | $607,686 | |
| 3 | LULU |
lululemon athletica inc.
|
776 | $88,603 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
482 | $79,178 | |
| 5 | BURL |
Burlington Stores, Inc.
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|
238 | $75,398 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
670 | $55,931 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
258 | $23,222 | |
| 8 | GAP |
Gap Inc
|
529 | $9,881 |
All Filings in BURL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,398 | 238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $81,670 | 251 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,395 | 126 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,452 | 45 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,652 | 20 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,823 | 58 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,406 | 33 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,958 | 34 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $5,108 | 22 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,278 | 22 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,976 | 22 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,462 | 22 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,446 | 22 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||