Ethic Inc.

Position in BURL — Burlington Stores, Inc.

CIK 1780570 NEW YORK, NY

Position in BURL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,069,833

+$17,880 QoQ

Shares Held

3,377

+4.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#342

of 653 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

Ethic Inc. holds $36,051,690 across 4 Apparel Retail names. BURL ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	188,435	$28,547,902
2	ROST	Ross Stores, Inc.	28,996	$6,171,798
3	BURL	Burlington Stores, Inc. This page	3,377	$1,069,833
4	LULU	lululemon athletica inc.	2,296	$262,157

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,069,833	3,377	+4.5%	Shares	Sole	2026-07-29
2026-03-31	$1,051,953	3,233	+5.9%	Shares	Sole	2026-04-27
2025-12-31	$881,859	3,053	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$770,880	3,029	-11.2%	Shares	Sole	2025-10-17
2025-06-30	$793,767	3,412	-9.0%	Shares	Sole	2025-07-30
2025-03-31	$893,499	3,749	+6.4%	Shares	Sole	2025-05-13
2024-12-31	$1,004,551	3,524	+98.8%	Shares	Sole	2025-02-14
2024-09-30	$467,150	1,773	+12.4%	Shares	Sole	2024-11-13
2024-06-30	$378,480	1,577	-11.1%	Shares	Sole	2024-08-13
2024-03-31	$411,672	1,773	+33.6%	Shares	Sole	2024-05-13
2023-12-31	$258,074	1,327	+11.7%	Shares	Sole	2024-02-14
2023-03-31	$240,094	1,188	+6.5%	Shares	Sole	2023-05-12
2022-12-31	$226,077	1,115	+38.0%	Shares	Sole	2023-02-14
2021-12-31	$235,540	808	-16.5%	Shares	Sole	2022-02-14
2021-09-30	$274,495	968	-4.0%	Shares	Sole	2021-11-15
2021-06-30	$324,565	1,008	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.