Position in BURL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,558
-$439,574 QoQ
Shares Held
188
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 650 holders
Holding Since
Mar 2021
11 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, 2026Clearstead Advisors, LLC holds $11,421,785 across 16 Apparel Retail names. BURL ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
60,918 | $9,229,077 | |
| 2 | ROST |
Ross Stores, Inc.
|
9,336 | $1,987,167 | |
| 3 | GAP |
Gap Inc
|
3,406 | $63,624 | |
| 4 | LULU |
lululemon athletica inc.
|
541 | $61,771 | |
| 5 | BURL |
Burlington Stores, Inc.
This page
|
188 | $59,558 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
404 | $6,948 | |
| 7 | CRI |
Carters Inc
|
69 | $2,840 | |
| 8 | URBN |
Urban Outfitters Inc
|
40 | $2,834 |
All Filings in BURL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,558 | 188 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $499,132 | 1,534 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,901 | 242 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,977 | 106 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,524 | 157 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,113 | 76 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,085 | 88 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,234 | 73 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $3,715 | 16 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,555 | 8 | Shares | Sole | 2024-02-12 | |
| 2021-03-31 | $5,378 | 18 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||