Position in LULU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$388,782
-$156,713 QoQ
Shares Held
3,405
-4.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#481
of 847 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $9,777,200 across 21 Apparel Retail names. LULU ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
54,276 | $8,222,814 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,031 | $432,298 | |
| 3 | LULU |
lululemon athletica inc.
This page
|
3,405 | $388,782 | |
| 4 | BURL |
Burlington Stores, Inc.
|
586 | $185,644 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
938 | $154,085 | |
| 6 | URBN |
Urban Outfitters Inc
|
1,739 | $123,225 | |
| 7 | BKE |
Buckle Inc
|
2,659 | $112,209 | |
| 8 | GAP |
Gap Inc
|
2,845 | $53,144 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,782 | 3,405 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $545,495 | 3,563 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $525,135 | 2,527 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $322,587 | 1,813 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $271,791 | 1,144 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $199,840 | 706 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $219,885 | 575 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $158,468 | 584 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $160,401 | 537 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $117,585 | 301 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $94,588 | 185 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $269,927 | 700 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $168,811 | 446 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $283,704 | 779 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $174 | 1,082 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $475,252 | 1,700 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $29,169 | 107 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $312,271 | 855 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $448,210 | 1,145 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $494,138 | 1,221 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $443,073 | 1,214 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,377,741 | 4,492 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,624,494 | 7,541 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,149,797 | 6,527 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,558,801 | 4,996 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $218,930 | 1,155 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||