Position in TJX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$90,748
-$13,057 QoQ
Shares Held
599
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,508
of 2,736 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $145,843 across 11 Apparel Retail names. TJX ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
599 | $90,748 | |
| 2 | ROST |
Ross Stores, Inc.
|
122 | $25,967 | |
| 3 | BURL |
Burlington Stores, Inc.
|
21 | $6,652 | |
| 4 | URBN |
Urban Outfitters Inc
|
88 | $6,235 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
49 | $4,410 | |
| 6 | LULU |
lululemon athletica inc.
|
28 | $3,197 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
141 | $2,425 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
28 | $2,337 |
All Filings in TJX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,748 | 599 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $103,805 | 650 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $74,961 | 488 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $61,863 | 428 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $57,546 | 466 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $62,483 | 513 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $58,109 | 481 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $39,846 | 339 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $24,662 | 224 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $24,847 | 245 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,379 | 68 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||