Berkeley, Inc

Position in TJX — Tjx Companies Inc /De/

CIK 2051965 Boise, ID

Position in TJX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$974,145

-$52,246 QoQ

Shares Held

6,430

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,518

of 2,736 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Consumer Cyclical · as of Jun 30, 2026

Berkeley, Inc holds $4,971,893 across 2 Apparel Retail names. TJX ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROST	Ross Stores, Inc.	18,782	$3,997,748
2	TJX	Tjx Companies Inc /De/ This page	6,430	$974,145

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$974,145	6,430	+0.0%	Shares	Sole	2026-07-24
2026-03-31	$1,026,391	6,427	-0.6%	Shares	Sole	2026-04-24
2025-12-31	$993,549	6,468	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$938,642	6,494	-24.8%	Shares	Sole	2025-10-30
2025-06-30	$1,067,077	8,641	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$1,051,255	8,631	-1.1%	Shares	Sole	2025-05-01
2024-12-31	$1,053,825	8,723	-50.2%	Shares	Sole	2025-03-28
2024-09-30	$2,057,185	17,502	+100.2%	Shares	Sole	2025-03-28
2024-06-30	$962,384	8,741	-0.5%	Shares	Sole	2025-03-28
2024-03-31	$890,974	8,785	+2.8%	Shares	Sole	2025-03-28
2023-12-31	$801,325	8,542	-2.5%	Shares	Sole	2025-03-28
2023-09-30	$778,499	8,759	-2.5%	Shares	Sole	2025-03-28
2023-06-30	$762,092	8,988	+0.2%	Shares	Sole	2025-03-28
2023-03-31	$703,045	8,972	+0.2%	Shares	Sole	2025-03-28
2022-12-31	$713,056	8,958	-3.1%	Shares	Sole	2025-03-28
2022-09-30	$574,299	9,245	-14.3%	Shares	Sole	2025-03-28
2022-06-30	$602,565	10,789	-14.7%	Shares	Sole	2025-03-28
2022-03-31	$766,579	12,654	-22.6%	Shares	Sole	2025-03-28
2021-12-31	$1,240,684	16,342	+81.6%	Shares	Sole	2025-03-28
2021-09-30	$593,754	8,999	—	Shares	Sole	2025-03-28
No filing history on record for this holder in this stock.