Position in FIVE
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$238,076
+$141,259 QoQ
Shares Held
1,042
+102.7% QoQ
Ownership
0.002%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FIVE 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. FIVE ranks #6 (4.7% 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
This page
|
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 FIVE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,076 | 1,042 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $96,817 | 514 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,652 | 224 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $25,711 | 196 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,948 | 26 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $38,730 | 369 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $40,729 | 461 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,051 | 28 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,520 | 58 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $12,789 | 60 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $9,814 | 61 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $86,281 | 439 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,979 | 432 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $34,312 | 194 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $33,866 | 246 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,127 | 151 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $23,913 | 151 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $65,170 | 315 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $118,462 | 670 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $42,905 | 222 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $179,724 | 942 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $201,052 | 1,149 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $80,772 | 636 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||