BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ROST — Ross Stores, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in ROST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$31,228,287
-$2,132,733 QoQ
Shares Held
146,715
-4.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#181
of 1,411 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $63,690,048 across 4 Apparel Retail names. ROST ranks #2 (49.0% of the industry book) .
All Filings in ROST
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,228,287 | 146,715 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $33,361,020 | 154,000 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $25,898,985 | 169,952 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $23,017,983 | 180,420 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $24,707,940 | 193,348 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $31,139,232 | 205,852 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $31,004,909 | 205,999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,326,249 | 208,686 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,459,326 | 214,359 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,163,207 | 217,958 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,051,180 | 221,790 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $25,683,040 | 229,047 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $26,316,313 | 247,963 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $29,583,341 | 254,875 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $21,122,696 | 250,655 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $19,413,538 | 276,428 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $25,394,654 | 280,728 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $29,491,439 | 258,063 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $27,790,928 | 255,314 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,339,572 | 260,803 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $28,966,778 | 241,571 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $29,574,121 | 240,812 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $23,266,169 | 249,316 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,655,818 | 254,057 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $23,213,249 | 266,911 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||