Position in ROST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$432,511
+$32,179 QoQ
Shares Held
2,032
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#896
of 1,411 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Derivatives in ROST
reported options exposure · as of Jun 30, 2024CallValue
$43,596
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026SteelPeak Wealth, LLC holds $722,330 across 2 Apparel Retail names. ROST ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
2,032 | $432,511 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
1,913 | $289,819 |
All Filings in ROST
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,511 | 2,032 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $400,332 | 1,848 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $331,637 | 1,841 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $287,864 | 1,889 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $241,126 | 1,890 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $269,381 | 2,108 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $321,297 | 2,124 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $318,629 | 2,117 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $300,376 | 2,067 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $43,596 | 300 | Call | Sole | 2024-07-17 | |
| 2024-03-31 | $311,865 | 2,125 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $294,078 | 2,125 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $240,018 | 2,125 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $238,276 | 2,125 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $225,526 | 2,125 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $246,648 | 2,125 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $201,273 | 2,225 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $254,273 | 2,225 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $242,191 | 2,225 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $275,900 | 2,225 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $266,799 | 2,225 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $273,252 | 2,225 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $243,191 | 2,606 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $233,983 | 2,745 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $228,035 | 2,622 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||