Position in FIVE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$799,166
-$270,120 QoQ
Shares Held
4,445
-5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#298
of 604 holders
Holding Since
Sep 2025
4 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 Jun 30, 2026SIERRA SUMMIT ADVISORS LLC holds $2,088,922 across 2 Specialty Retail names. FIVE ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HZO |
Marinemax Inc
|
35,220 | $1,289,756 | |
| 2 | FIVE |
Five Below, Inc
This page
|
4,445 | $799,166 |
All Filings in FIVE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,166 | 4,445 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,069,286 | 4,680 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,119,235 | 5,942 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $978,477 | 6,325 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||