Planning Strategies Inc.

Position in BURL — Burlington Stores, Inc.

CIK 2139665 LANCASTER, PA

Position in BURL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$316

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#650

of 650 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Planning Strategies Inc. holds $19,506 across 4 Apparel Retail names. BURL ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	81	$12,271
2	ROST	Ross Stores, Inc.	25	$5,321
3	LULU	lululemon athletica inc.	14	$1,598
4	BURL	Burlington Stores, Inc. This page	1	$316

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316	1	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.