Position in LULU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,113,332
+$1,369,880 QoQ
Shares Held
46,462
+68.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 26.493187834958356.ToString("F0")%
Shared 0.ToString("F0")%
None 73.50681216504165.ToString("F0")%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $191,724,264 across 11 Apparel Retail names. LULU ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
922,531 | $147,328,200 | |
| 2 | ROST |
Ross Stores, Inc.
|
44,758 | $9,695,925 | |
| 3 | ANF |
Abercrombie & Fitch Co /De/
|
78,833 | $7,202,971 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
46,462 | $7,113,332 | |
| 5 | AEO |
American Eagle Outfitters Inc
|
354,925 | $5,927,247 | |
| 6 | BURL |
Burlington Stores, Inc.
|
14,721 | $4,789,918 | |
| 7 | GAP |
Gap Inc
|
158,901 | $3,845,404 | |
| 8 | SFIX |
Stitch Fix, Inc.
|
1,085,482 | $3,592,945 |
All Filings in LULU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,113,332 | 46,462 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,743,452 | 27,638 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,564,538 | 8,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,241,092 | 9,433 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,158,847 | 4,094 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,626,389 | 4,253 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $652,325 | 2,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,169,110 | 3,914 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,118,168 | 7,982 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,558,067 | 6,959 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||