HB Wealth Management, LLC

Position in ROST — Ross Stores, Inc.

CIK 1911253 Atlanta, GA

Position in ROST

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,530,968

+$368,820 QoQ

Shares Held

16,589

+13.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#464

of 1,411 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $17,013,182 across 7 Apparel Retail names. ROST ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	75,102	$11,377,953
2	ROST	Ross Stores, Inc. This page	16,589	$3,530,968
3	BURL	Burlington Stores, Inc.	3,104	$983,347
4	GAP	Gap Inc	22,652	$423,139
5	LULU	lululemon athletica inc.	3,373	$385,129
6	VSXY	Victoria's Secret & Co.	3,201	$267,219
7	SFIX	Stitch Fix, Inc.	11,053	$45,427

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,530,968	16,589	+13.6%	Shares	Sole	2026-07-29
2026-03-31	$3,162,148	14,597	+23.1%	Shares	Sole	2026-04-27
2025-12-31	$2,136,280	11,859	+8.3%	Shares	Sole	2026-01-28
2025-09-30	$1,668,975	10,952	+9.5%	Shares	Sole	2025-10-23
2025-06-30	$1,275,544	9,998	-16.8%	Shares	Sole	2025-07-17
2025-03-31	$1,535,269	12,014	+104.8%	Shares	Sole	2025-05-07
2024-12-31	$887,349	5,866	+20.2%	Shares	Sole	2025-01-15
2024-09-30	$734,488	4,880	+15.5%	Shares	Sole	2024-10-15
2024-06-30	$613,977	4,225	+6.0%	Shares	Sole	2024-07-26
2024-03-31	$584,985	3,986	+7.8%	Shares	Sole	2024-04-30
2023-12-31	$511,904	3,699	+18.6%	Shares	Sole	2024-01-16
2023-09-30	$352,291	3,119	+24.1%	Shares	Sole	2023-10-13
2023-06-30	$281,894	2,514	+8.9%	Shares	Sole	2023-07-13
2023-03-31	$245,054	2,309	-1.3%	Shares	Sole	2023-04-13
2022-12-31	$271,603	2,340	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.