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Everhart Financial Group, Inc.

Position in ROST — Ross Stores, Inc.

CIK 1852858 Dublin, OH

Position in ROST

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$1,146,197
-$60,648 QoQ
Shares Held
5,385
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#686
of 1,411 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ROST Over Time

Shares Held

Position Value (USD)

Position in Apparel Retail

Consumer Cyclical · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $3,590,665 across 3 Apparel Retail names. ROST ranks #2 (31.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ROST
Ross Stores, Inc.
This page
5,385 $1,146,197

All Filings in ROST

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,146,197 5,385
2026-03-31 $1,206,845 5,571
2025-12-31 $876,020 4,863
2025-09-30 $593,101 3,892
2025-06-30 $421,269 3,302
2025-03-31 $384,136 3,006
2024-12-31 $484,820 3,205
2024-09-30 $483,588 3,213
2024-06-30 $374,634 2,578
2024-03-31 $275,908 1,880