Position in CASY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$290,893
+$57,250 QoQ
Shares Held
366
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#94
of 143 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Everhart Financial Group, Inc. holds $529,712 across 2 Specialty Retail names. CASY ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
This page
|
366 | $290,893 | |
| 2 | LESL |
Leslie's, Inc.
|
23,529 | $238,819 |
All Filings in CASY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,893 | 366 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $233,643 | 321 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||