Summit Financial, LLC

Position in ROST — Ross Stores, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in ROST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,732,476

-$133,214 QoQ

Shares Held

26,932

-0.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#376

of 1,411 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $14,408,396 across 4 Apparel Retail names. ROST ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	54,352	$8,234,328
2	ROST	Ross Stores, Inc. This page	26,932	$5,732,476
3	BURL	Burlington Stores, Inc.	790	$250,272
4	GAP	Gap Inc	10,242	$191,320

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,732,476	26,932	-0.5%	Shares	Sole	2026-08-12
2026-03-31	$5,865,690	27,077	+1768.7%	Shares	Sole	2026-05-15
2025-12-31	$261,022	1,449	-4.5%	Shares	Sole	2026-02-13
2025-09-30	$231,328	1,518	-5.2%	Shares	Sole	2025-11-14
2025-06-30	$204,255	1,601	+5.3%	Shares	Sole	2025-08-13
2024-09-30	$228,775	1,520	-11.1%	Shares	Sole	2024-11-12
2024-06-30	$248,497	1,710	-3.1%	Shares	Sole	2024-07-31
2023-12-31	$244,119	1,764	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.