Position in CRI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,616
+$193,238 QoQ
Shares Held
5,773
+365.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#181
of 280 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRI Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $4,449,183 across 13 Apparel Retail names. CRI ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LULU |
lululemon athletica inc.
|
20,206 | $2,307,121 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
6,875 | $1,041,562 | |
| 3 | ROST |
Ross Stores, Inc.
|
1,377 | $293,094 | |
| 4 | CRI |
Carters Inc
This page
|
5,773 | $237,616 | |
| 5 | URBN |
Urban Outfitters Inc
|
2,473 | $175,236 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
1,889 | $157,693 | |
| 7 | BOOT |
Boot Barn Holdings, Inc.
|
652 | $107,104 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
3,581 | $61,593 |
All Filings in CRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,616 | 5,773 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $44,378 | 1,241 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,753 | 1,195 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $4,139 | 44 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||