Position in ROST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,168,028
+$1,352,706 QoQ
Shares Held
19,582
+50.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#77
of 497 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $19,397,886 across 6 Apparel Retail names. ROST ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
88,756 | $13,446,533 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
19,582 | $4,168,028 | |
| 3 | URBN |
Urban Outfitters Inc
|
9,584 | $679,122 | |
| 4 | ANF |
Abercrombie & Fitch Co /De/
|
7,350 | $661,573 | |
| 5 | DXLG |
Destination XL Group, Inc.
|
338,723 | $226,944 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
1,313 | $215,686 |
All Filings in ROST
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,168,028 | 19,582 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,815,322 | 12,996 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $563,657 | 3,129 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||