EverSource Wealth Advisors, LLC
Position in CASY — Caseys General Stores Inc
CIK 1710537
BIRMINGHAM, AL
Position in CASY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$341,753
-$334 QoQ
Shares Held
430
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#777
of 1,075 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,965,581 across 31 Specialty Retail names. CASY ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
820 | $369,799 | |
| 2 | CASY |
Caseys General Stores Inc
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|
430 | $341,753 | |
| 3 | FIVE |
Five Below, Inc
|
1,722 | $309,595 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,861 | $216,874 | |
| 5 | BBY |
Best Buy Co Inc
|
2,080 | $157,826 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
6,045 | $139,818 | |
| 7 | MUSA |
Murphy USA Inc.
|
248 | $133,638 | |
| 8 | WSM |
Williams Sonoma Inc
|
571 | $133,097 |
All Filings in CASY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,753 | 430 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $342,087 | 470 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $174,099 | 315 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $102,886 | 182 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $111,237 | 218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,795 | 41 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,263 | 36 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,402 | 41 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,499 | 38 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,508 | 33 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,867 | 25 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,244 | 23 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,827 | 28 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,328 | 20 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,121 | 5 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,012 | 5 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $6,539 | 33 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,512 | 33 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||