EXENCIAL WEALTH ADVISORS, LLC

Position in ROST — Ross Stores, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in ROST

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$974,401

-$8,442 QoQ

Shares Held

4,498

-17.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 97% Shared 0% None 2%

Consumer Cyclical · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $7,153,184 across 3 Apparel Retail names. ROST ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	29,549	$4,718,975
2	LULU	lululemon athletica inc.	9,535	$1,459,808
3	ROST	Ross Stores, Inc. This page	4,498	$974,401

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$974,401	4,498	-17.6%	Shares	Sole	2026-04-28
2025-12-31	$982,843	5,456	+4.3%	Shares	Sole	2026-01-30
2025-09-30	$797,456	5,233	+10.4%	Shares	Sole	2025-10-27
2025-06-30	$604,729	4,740	—	Shares	Sole	2025-07-30
No filing history on record for this holder in this stock.