Position in LULU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,771
+$20,281 QoQ
Shares Held
541
+99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 847 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $11,421,785 across 16 Apparel Retail names. LULU ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
60,918 | $9,229,077 | |
| 2 | ROST |
Ross Stores, Inc.
|
9,336 | $1,987,167 | |
| 3 | GAP |
Gap Inc
|
3,406 | $63,624 | |
| 4 | LULU |
lululemon athletica inc.
This page
|
541 | $61,771 | |
| 5 | BURL |
Burlington Stores, Inc.
|
188 | $59,558 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
404 | $6,948 | |
| 7 | CRI |
Carters Inc
|
69 | $2,840 | |
| 8 | URBN |
Urban Outfitters Inc
|
40 | $2,834 |
All Filings in LULU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,771 | 541 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,490 | 271 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $151,077 | 727 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $98,395 | 553 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $164,880 | 694 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $202,104 | 714 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,763 | 1,014 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $318,836 | 1,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $360,530 | 1,207 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $291,815 | 747 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $393,182 | 769 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $318,899 | 827 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $318,697 | 842 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $310,289 | 852 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $278,730 | 870 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $242,937 | 869 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $238,533 | 875 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $306,062 | 838 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $316,291 | 808 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $318,903 | 788 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $287,596 | 788 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $246,288 | 803 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $273,203 | 785 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $261,519 | 794 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $250,544 | 803 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $152,398 | 804 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||