Position in CASY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$778,894
+$83,789 QoQ
Shares Held
980
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#609
of 1,080 holders
Holding Since
Sep 2025
3 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, 2026Arkadios Wealth Advisors holds $4,703,666 across 6 Specialty Retail names. CASY ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
7,138 | $1,618,969 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
47,349 | $1,496,701 | |
| 3 | CASY |
Caseys General Stores Inc
This page
|
980 | $778,894 | |
| 4 | FIVE |
Five Below, Inc
|
1,959 | $352,208 | |
| 5 | ULTA |
Ulta Beauty, Inc.
|
550 | $248,038 | |
| 6 | WSM |
Williams Sonoma Inc
|
896 | $208,856 |
All Filings in CASY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $778,894 | 980 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $695,105 | 955 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $258,350 | 457 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||