Position in TSCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,624,722
-$618,398 QoQ
Shares Held
51,399
+3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 1,053 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in TSCO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $15,411,011 across 8 Specialty Retail names. TSCO ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
9,654 | $7,672,902 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
4,251 | $1,917,115 | |
| 3 | BBY |
Best Buy Co Inc
|
23,015 | $1,746,378 | |
| 4 | TSCO |
Tractor Supply Co /De/
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|
51,399 | $1,624,722 | |
| 5 | WSM |
Williams Sonoma Inc
|
5,514 | $1,285,313 | |
| 6 | FIVE |
Five Below, Inc
|
3,979 | $715,384 | |
| 7 | MUSA |
Murphy USA Inc.
|
435 | $234,408 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
947 | $214,789 |
All Filings in TSCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,722 | 51,399 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,243,120 | 49,517 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,079,265 | 41,577 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,762,870 | 71,307 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,775,341 | 68,518 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $377,196 | 1,706 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $731,209 | 3,111 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||