ACTION POINT FINANCIAL PLANNING, LLC
Position in ULTA — Ulta Beauty, Inc.
CIK 2116119
GRAND RAPIDS, MI
Position in ULTA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,422
New position
Shares Held
32
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#881
of 1,014 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $200,046 across 14 Specialty Retail names. ULTA ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
776 | $58,875 | |
| 2 | WSM |
Williams Sonoma Inc
|
171 | $39,858 | |
| 3 | CASY |
Caseys General Stores Inc
|
34 | $27,018 | |
| 4 | DKS |
Dick's Sporting Goods, Inc.
|
70 | $15,872 | |
| 5 | MUSA |
Murphy USA Inc.
|
28 | $15,079 | |
| 6 | ULTA |
Ulta Beauty, Inc.
This page
|
32 | $14,422 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
371 | $11,723 | |
| 8 | FIVE |
Five Below, Inc
|
44 | $7,908 |
All Filings in ULTA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,422 | 32 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||