Position in BURL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$983,347
-$79,994 QoQ
Shares Held
3,104
-5.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#354
of 650 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $17,013,182 across 7 Apparel Retail names. BURL ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
75,102 | $11,377,953 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,589 | $3,530,968 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
3,104 | $983,347 | |
| 4 | GAP |
Gap Inc
|
22,652 | $423,139 | |
| 5 | LULU |
lululemon athletica inc.
|
3,373 | $385,129 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
3,201 | $267,219 | |
| 7 | SFIX |
Stitch Fix, Inc.
|
11,053 | $45,427 |
All Filings in BURL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,347 | 3,104 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,063,341 | 3,268 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $373,194 | 1,292 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $248,901 | 978 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $224,497 | 965 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $238,330 | 1,000 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $264,535 | 928 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||