Position in HZO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$56,175
+$14,936 QoQ
Shares Held
1,534
+0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#130
of 183 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HZO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $808,998 across 21 Specialty Retail names. HZO ranks #8 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
4,641 | $146,702 | |
| 2 | MUSA |
Murphy USA Inc.
|
209 | $112,623 | |
| 3 | WSM |
Williams Sonoma Inc
|
347 | $80,885 | |
| 4 | SBH |
Sally Beauty Holdings, Inc.
|
5,525 | $78,123 | |
| 5 | ARHS |
Arhaus, Inc.
|
8,577 | $72,218 | |
| 6 | ASO |
Academy Sports & Outdoors, Inc.
|
1,317 | $62,070 | |
| 7 | WINA |
Winmark Corp
|
134 | $56,692 | |
| 8 | HZO |
Marinemax Inc
This page
|
1,534 | $56,175 |
All Filings in HZO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,175 | 1,534 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $41,239 | 1,524 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $36,369 | 1,501 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $81,164 | 2,317 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||