Synergy Investment Management, LLC
Position in ROST — Ross Stores, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in ROST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,673
+$50,815 QoQ
Shares Held
426
+131.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,155
of 1,389 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $289,641 across 5 Apparel Retail names. ROST ranks #2 (31.3% of the industry book) .
All Filings in ROST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,673 | 426 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $39,858 | 184 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $18,529 | 145 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $22,085 | 146 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||