Position in TSCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$235,194,833
-$96,833,869 QoQ
Shares Held
7,440,520
+1.5% QoQ
Ownership
1.43%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#14
of 1,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in TSCO Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $482,704,854 across 18 Specialty Retail names. TSCO ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
This page
|
7,440,520 | $235,194,833 | |
| 2 | CASY |
Caseys General Stores Inc
|
209,186 | $166,258,939 | |
| 3 | BBY |
Best Buy Co Inc
|
711,592 | $53,995,598 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
15,764 | $7,109,247 | |
| 5 | MUSA |
Murphy USA Inc.
|
8,444 | $4,550,215 | |
| 6 | FIVE |
Five Below, Inc
|
21,079 | $3,789,791 | |
| 7 | WSM |
Williams Sonoma Inc
|
15,782 | $3,678,783 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
11,149 | $2,528,703 |
All Filings in TSCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,194,833 | 7,440,520 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $332,028,702 | 7,329,552 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $373,478,729 | 7,468,081 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $446,531,863 | 7,851,800 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $426,236,639 | 8,077,253 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $449,697,436 | 8,161,478 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $436,895,983 | 8,233,999 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $480,452,564 | 1,651,437 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $445,314,240 | 1,649,312 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $437,107,468 | 1,670,134 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $341,781,795 | 1,589,461 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $321,343,273 | 1,582,582 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $339,036,727 | 1,533,409 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $351,925,625 | 1,497,301 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $324,653,304 | 1,443,096 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $28,661,393 | 154,193 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,685,532 | 147,978 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,079,467 | 154,602 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $36,288,910 | 152,091 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,951,023 | 147,826 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,715,422 | 143,585 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,995,016 | 141,151 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,214,487 | 79,773 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,622,745 | 95,038 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $12,186,092 | 92,466 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,508,126 | 124,283 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||