Position in PSMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$362,355
+$79,566 QoQ
Shares Held
1,855
-1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 385 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $45,612,227 across 9 Discount Stores names. PSMT ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
181,556 | $20,563,032 | |
| 2 | COST |
Costco Wholesale Corp /New
|
17,998 | $16,836,589 | |
| 3 | TGT |
Target Corp
|
35,449 | $4,629,993 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
11,218 | $978,433 | |
| 5 | DG |
Dollar General Corp
|
8,345 | $960,592 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
5,053 | $611,160 | |
| 7 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
5,970 | $458,973 | |
| 8 | PSMT |
Pricesmart Inc
This page
|
1,855 | $362,355 |
All Filings in PSMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,355 | 1,855 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $282,789 | 1,879 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $63,759 | 607 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||