Performance Wealth Partners, LLC

Position in ROST — Ross Stores, Inc.

CIK 1908765 HINSDALE, IL

Position in ROST

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$886,094

-$12,487 QoQ

Shares Held

4,163

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#736

of 1,411 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $1,251,663 across 2 Apparel Retail names. ROST ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROST	Ross Stores, Inc. This page	4,163	$886,094
2	TJX	Tjx Companies Inc /De/	2,413	$365,569

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$886,094	4,163	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$898,581	4,148	-10.0%	Shares	Sole	2026-04-10
2025-12-31	$830,445	4,610	-1.9%	Shares	Sole	2026-01-21
2025-09-30	$716,385	4,701	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$598,860	4,694	+0.2%	Shares	Sole	2025-07-28
2025-03-31	$598,823	4,686	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$707,641	4,678	-4.1%	Shares	Sole	2025-01-17
2024-09-30	$734,187	4,878	+4.3%	Shares	Sole	2024-10-10
2024-06-30	$679,806	4,678	0.0%	Shares	Sole	2024-07-22
2024-03-31	$686,543	4,678	0.0%	Shares	Sole	2024-04-30
2023-12-31	$647,388	4,678	0.0%	Shares	Sole	2024-01-22
2023-09-30	$528,380	4,678	0.0%	Shares	Sole	2023-10-30
2023-06-30	$524,544	4,678	-2.1%	Shares	Sole	2023-07-13
2023-03-31	$506,983	4,777	0.0%	Shares	Sole	2023-04-20
2022-12-31	$554,466	4,777	-17.3%	Shares	Sole	2023-01-19
2022-09-30	$486,827	5,777	-1.7%	Shares	Sole	2022-10-17
2022-06-30	$412,741	5,877	0.0%	Shares	Sole	2022-07-15
2022-03-31	$531,633	5,877	+20.5%	Shares	Sole	2022-04-21
2021-12-31	$557,343	4,877	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.