Position in DG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$147,106
+$139,140 QoQ
Shares Held
1,239
+1965.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026Sunbelt Securities, Inc. holds $13,422,137 across 8 Discount Stores names. DG ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
55,023 | $6,838,258 | |
| 2 | COST |
Costco Wholesale Corp /New
|
5,714 | $5,693,601 | |
| 3 | TGT |
Target Corp
|
5,546 | $672,175 | |
| 4 | DG |
Dollar General Corp
This page
|
1,239 | $147,106 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
362 | $35,628 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
290 | $31,757 | |
| 7 | PSMT |
Pricesmart Inc
|
13 | $1,956 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
18 | $1,656 |
All Filings in DG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $147,106 | 1,239 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,966 | 60 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,167 | 50 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $13,725 | 120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,551 | 120 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,098 | 120 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $22,918 | 271 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $65,189 | 493 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $317,426 | 2,034 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $391,400 | 2,879 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $298,885 | 2,825 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $457,047 | 2,692 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $534,357 | 2,539 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $624,490 | 2,536 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $615,001 | 2,564 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $640,107 | 2,608 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $599,987 | 2,695 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $635,561 | 2,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $568,323 | 2,679 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $579,708 | 2,679 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $533,093 | 2,631 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $576,222 | 2,740 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $674,347 | 3,217 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $502,946 | 2,640 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $400,780 | 2,654 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||