Position in FIVE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$90,249
+$64,256 QoQ
Shares Held
395
+186.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Larson Financial Group LLC holds $2,712,107 across 22 Specialty Retail names. FIVE ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DKS |
Dick's Sporting Goods, Inc.
|
2,772 | $549,659 | |
| 2 | WSM |
Williams Sonoma Inc
|
2,752 | $501,772 | |
| 3 | MNSO |
MINISO Group Holding Ltd
|
24,818 | $402,051 | |
| 4 | BBY |
Best Buy Co Inc
|
5,835 | $374,607 | |
| 5 | MUSA |
Murphy USA Inc.
|
672 | $331,947 | |
| 6 | ULTA |
Ulta Beauty, Inc.
|
201 | $105,064 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
2,012 | $91,143 | |
| 8 | FIVE |
Five Below, Inc
This page
|
395 | $90,249 |
All Filings in FIVE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,249 | 395 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,993 | 138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,160 | 98 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,264 | 63 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,135 | 202 | Shares | Sole | 2025-05-02 | |
| 2023-09-30 | $2,574 | 16 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||