Position in LULU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,197
+$1,973 QoQ
Shares Held
28
+250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#739
of 842 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LULU Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Valued Wealth Advisors LLC holds $145,843 across 11 Apparel Retail names. LULU ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
599 | $90,748 | |
| 2 | ROST |
Ross Stores, Inc.
|
122 | $25,967 | |
| 3 | BURL |
Burlington Stores, Inc.
|
21 | $6,652 | |
| 4 | URBN |
Urban Outfitters Inc
|
88 | $6,235 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
49 | $4,410 | |
| 6 | LULU |
lululemon athletica inc.
This page
|
28 | $3,197 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
141 | $2,425 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
28 | $2,337 |
All Filings in LULU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,197 | 28 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,224 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,870 | 9 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,601 | 9 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,900 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,962 | 14 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,353 | 14 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,713 | 10 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,987 | 10 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,641 | 17 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,579 | 7 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||