Position in PSMT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,227
+$1,659 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 385 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $48,839,619 across 8 Discount Stores names. PSMT ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,628 | $27,716,105 | |
| 2 | WMT |
Walmart Inc.
|
154,200 | $17,464,692 | |
| 3 | TGT |
Target Corp
|
7,819 | $1,021,239 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
10,502 | $915,984 | |
| 5 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
10,275 | $789,942 | |
| 6 | DG |
Dollar General Corp
|
5,735 | $660,155 | |
| 7 | DLTR |
Dollar Tree, Inc.
|
2,185 | $264,275 | |
| 8 | PSMT |
Pricesmart Inc
This page
|
37 | $7,227 |
All Filings in PSMT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,227 | 37 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,568 | 37 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,520 | 45 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,453 | 45 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,621 | 44 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $966 | 11 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $368 | 4 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $23 | 0 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,605 | 35 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,592 | 35 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,501 | 35 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $3 | 35 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,015 | 35 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,507 | 35 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,681 | 34 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,487 | 34 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,636 | 34 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,094 | 34 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,289 | 34 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $62,578 | 687 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $46,049 | 693 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $42,894 | 711 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $37,363 | 711 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||