Position in WSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$98,601
+$32,233 QoQ
Shares Held
423
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#825
of 996 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026AMERIFLEX GROUP, INC. holds $226,312 across 9 Specialty Retail names. WSM ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
144 | $114,449 | |
| 2 | WSM |
Williams Sonoma Inc
This page
|
423 | $98,601 | |
| 3 | CHPT |
ChargePoint Holdings, Inc.
|
679 | $4,012 | |
| 4 | WINA |
Winmark Corp
|
7 | $2,961 | |
| 5 | TSCO |
Tractor Supply Co /De/
|
59 | $1,864 | |
| 6 | FIVE |
Five Below, Inc
|
10 | $1,797 | |
| 7 | MUSA |
Murphy USA Inc.
|
2 | $1,077 | |
| 8 | ULTA |
Ulta Beauty, Inc.
|
2 | $901 |
All Filings in WSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,601 | 423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,368 | 364 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,255 | 315 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $59,025 | 302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,247 | 26 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,110 | 26 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,814 | 26 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||