Position in PSMT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,329
New position
Shares Held
58
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#326
of 385 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Valued Wealth Advisors LLC holds $432,557 across 7 Discount Stores names. PSMT ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
219 | $204,867 | |
| 2 | WMT |
Walmart Inc.
|
1,441 | $163,207 | |
| 3 | TGT |
Target Corp
|
323 | $42,187 | |
| 4 | PSMT |
Pricesmart Inc
This page
|
58 | $11,329 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
39 | $4,717 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
40 | $3,488 | |
| 7 | DG |
Dollar General Corp
|
24 | $2,762 |
All Filings in PSMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,329 | 58 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||