Pacific Excel Wealth Advisors, Inc.
Position in ROST — Ross Stores, Inc.
CIK 2110884
WALNUT CREEK, CA
Position in ROST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$250,311
New position
Shares Held
1,176
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,061
of 1,411 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. 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
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,311 | 1,176 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||