Position in ROST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$900,141
+$431,788 QoQ
Shares Held
4,229
+95.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#733
of 1,411 holders
Holding Since
Dec 2025
3 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, 2026Advyzon Investment Management, LLC holds $1,598,707 across 2 Apparel Retail names. ROST ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
4,229 | $900,141 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
4,611 | $698,566 |
All Filings in ROST
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,141 | 4,229 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $468,353 | 2,162 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $356,136 | 1,977 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||