Position in CHPT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$583
-$346 QoQ
Shares Held
120
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CHPT Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026IFP Advisors, Inc holds $5,054,156 across 28 Specialty Retail names. CHPT ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
3,018 | $2,196,681 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
1,261 | $659,137 | |
| 3 | RH |
Rh
|
3,842 | $537,188 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,926 | $313,747 | |
| 5 | MUSA |
Murphy USA Inc.
|
619 | $305,767 | |
| 6 | FIVE |
Five Below, Inc
|
1,042 | $238,076 | |
| 7 | BBY |
Best Buy Co Inc
|
3,157 | $202,679 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
744 | $147,527 |
All Filings in CHPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583 | 120 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $929 | 140 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,528 | 140 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||