Position in ROST
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$404,202
-$22,992 QoQ
Shares Held
1,899
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#920
of 1,411 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Falcon Wealth Planning holds $618,574 across 2 Apparel Retail names. ROST ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
1,899 | $404,202 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
1,415 | $214,372 |
All Filings in ROST
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,202 | 1,899 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $427,194 | 1,972 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $350,552 | 1,946 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $269,120 | 1,766 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $217,906 | 1,708 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $216,987 | 1,698 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,528 | 1,676 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $253,157 | 1,682 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $243,556 | 1,676 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $242,154 | 1,650 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $227,374 | 1,643 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||