Claro Advisors Inc.

Position in DLTR — Dollar Tree, Inc.

CIK 1764386 BOSTON, MA

Position in DLTR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$316,889

+$19,460 QoQ

Shares Held

2,620

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#540

of 858 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Claro Advisors Inc. holds $7,917,415 across 5 Discount Stores names. DLTR ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	42,134	$4,772,096
2	COST	Costco Wholesale Corp /New	2,430	$2,273,192
3	DLTR	Dollar Tree, Inc. This page	2,620	$316,889
4	DG	Dollar General Corp	2,746	$316,092
5	TGT	Target Corp	1,831	$239,146

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,889	2,620	-3.5%	Shares	Sole	2026-07-30
2026-03-31	$297,429	2,716	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.