Position in CASY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,360,550
+$617,655 QoQ
Shares Held
9,261
-0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#242
of 1,075 holders
Holding Since
Dec 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, 2026Journey Advisory Group, LLC holds $7,576,298 across 2 Specialty Retail names. CASY ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
This page
|
9,261 | $7,360,550 | |
| 2 | FIVE |
Five Below, Inc
|
1,200 | $215,748 |
All Filings in CASY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,360,550 | 9,261 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,742,895 | 9,264 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,865,506 | 8,803 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||