Whipplewood Advisors, LLC

Position in ROST — Ross Stores, Inc.

CIK 2052510 LITTLETON, CO

Position in ROST

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$28,309

-$68,091 QoQ

Shares Held

133

-70.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,221

of 1,389 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $37,327 across 5 Apparel Retail names. ROST ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROST	Ross Stores, Inc. This page	133	$28,309
2	TJX	Tjx Companies Inc /De/	38	$5,757
3	BURL	Burlington Stores, Inc.	6	$1,900
4	URBN	Urban Outfitters Inc	16	$1,133
5	LULU	lululemon athletica inc.	2	$228

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,309	133	-70.1%	Shares	Sole	2026-07-27
2026-03-31	$96,400	445	+7316.7%	Shares	Sole	2026-04-30
2025-12-31	$1,080	6	-99.3%	Shares	Sole	2026-02-17
2025-06-30	$108,696	852	-47.5%	Shares	Other	2025-07-31
2025-03-31	$10,222	1,622	+91.7%	Shares	Sole	2025-04-10
2024-12-31	$127,972	846	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.