Position in ROST
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$237,327
-$7,031 QoQ
Shares Held
1,115
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,079
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, 2026Roehl & Yi Investment Advisors, LLC holds $937,408 across 2 Apparel Retail names. ROST ranks #2 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
4,621 | $700,081 | |
| 2 | ROST |
Ross Stores, Inc.
This page
|
1,115 | $237,327 |
All Filings in ROST
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,327 | 1,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,358 | 1,128 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||