Position in TJX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$635,391
-$11,553 QoQ
Shares Held
4,194
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,720
of 2,736 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Valmark Advisers, Inc. holds $941,279 across 2 Apparel Retail names. TJX ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
4,194 | $635,391 | |
| 2 | LULU |
lululemon athletica inc.
|
2,679 | $305,888 |
All Filings in TJX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,391 | 4,194 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $646,944 | 4,051 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $591,244 | 3,849 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $530,317 | 3,669 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $351,205 | 2,844 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $344,206 | 2,826 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $349,140 | 2,890 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $308,895 | 2,628 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $302,885 | 2,751 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $203,955 | 2,011 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||