Position in ROST
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$810,745
-$38,011 QoQ
Shares Held
3,809
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#757
of 1,411 holders
Holding Since
Dec 2024
7 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, 2026Alteri Wealth LLC holds $1,350,085 across 2 Apparel Retail names. ROST ranks #1 (60.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
3,809 | $810,745 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
3,560 | $539,340 |
All Filings in ROST
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,745 | 3,809 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $848,756 | 3,918 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $738,934 | 4,102 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $591,577 | 3,882 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $484,421 | 3,797 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $404,327 | 3,164 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $433,237 | 2,864 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||