Position in BURL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,558
-$7,952 QoQ
Shares Held
813
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#491
of 650 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $1,511,691 across 11 Apparel Retail names. BURL ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
6,649 | $1,007,323 | |
| 2 | BURL |
Burlington Stores, Inc.
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|
813 | $257,558 | |
| 3 | ROST |
Ross Stores, Inc.
|
1,056 | $224,769 | |
| 4 | LULU |
lululemon athletica inc.
|
85 | $9,705 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
62 | $5,175 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
27 | $2,430 | |
| 7 | GAP |
Gap Inc
|
70 | $1,307 | |
| 8 | SFIX |
Stitch Fix, Inc.
|
316 | $1,298 |
All Filings in BURL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,558 | 813 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $265,510 | 816 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $212,882 | 737 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||