Heritage Family Offices, LLP
Family OfficePosition in ROST — Ross Stores, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in ROST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$250,311
+$29,349 QoQ
Shares Held
1,176
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,060
of 1,411 holders
Holding Since
Mar 2026
2 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, 2026Heritage Family Offices, LLP holds $613,002 across 2 Apparel Retail names. ROST ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,394 | $362,691 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
1,176 | $250,311 |
All Filings in ROST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,311 | 1,176 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $220,962 | 1,020 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||