Position in SFIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$372,497
+$158,446 QoQ
Shares Held
90,632
+40.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 186 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SFIX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $182,433,919 across 19 Apparel Retail names. SFIX ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
550,539 | $83,406,658 | |
| 2 | ROST |
Ross Stores, Inc.
|
177,406 | $37,760,866 | |
| 3 | BURL |
Burlington Stores, Inc.
|
26,238 | $8,312,198 | |
| 4 | URBN |
Urban Outfitters Inc
|
113,453 | $8,039,278 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
80,411 | $7,237,793 | |
| 6 | LULU |
lululemon athletica inc.
|
51,354 | $5,863,599 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
288,680 | $4,965,295 | |
| 8 | BOOT |
Boot Barn Holdings, Inc.
|
29,772 | $4,890,646 |
All Filings in SFIX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,497 | 90,632 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $214,051 | 64,668 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $160,576 | 30,586 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $129,999 | 29,885 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,386 | 12,537 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $57,077 | 13,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,845 | 25,477 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $80,024 | 19,283 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $43,636 | 16,529 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $49,944 | 13,990 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,711 | 10,641 | Shares | Sole | 2023-11-16 | |
| 2022-12-31 | $31,687 | 10,189 | Shares | Sole | 2023-02-10 | |
| 2021-06-30 | $250,425 | 4,153 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $589,327 | 11,896 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $697,534 | 11,879 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $286,112 | 10,546 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $290,650 | 11,654 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $165,849 | 13,059 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||