Position in ROST
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,807,277
+$2,768,284 QoQ
Shares Held
13,189
+7227.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#508
of 1,411 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,588,882 across 9 Apparel Retail names. ROST ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
30,957 | $4,689,985 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
13,189 | $2,807,277 | |
| 3 | LULU |
lululemon athletica inc.
|
644 | $73,531 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
38 | $6,242 | |
| 5 | URBN |
Urban Outfitters Inc
|
50 | $3,543 | |
| 6 | VSXY |
Victoria's Secret & Co.
|
36 | $3,005 | |
| 7 | CRI |
Carters Inc
|
68 | $2,798 | |
| 8 | GAP |
Gap Inc
|
100 | $1,868 |
All Filings in ROST
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,807,277 | 13,189 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $38,993 | 180 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $147,894 | 821 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $83,357 | 547 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $38,529 | 302 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $295,706 | 2,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $348,828 | 2,306 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $343,162 | 2,280 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $335,253 | 2,307 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $360,882 | 2,459 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $340,992 | 2,464 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $265,545 | 2,351 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $262,384 | 2,340 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $253,438 | 2,388 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $265,568 | 2,288 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $192,388 | 2,283 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $336,050 | 4,785 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $388,344 | 4,293 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $444,549 | 3,890 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $266,900 | 2,452 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $297,724 | 2,401 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $419,445 | 3,498 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||