Position in ZUMZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$624,003
-$85,390 QoQ
Shares Held
28,159
+3.4% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 1.58386306331901.ToString("F0")%
Shared 0.ToString("F0")%
None 98.41613693668099.ToString("F0")%
Common Shares in ZUMZ Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $172,785,937 across 18 Apparel Retail names. ZUMZ ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
552,283 | $88,199,594 | |
| 2 | ROST |
Ross Stores, Inc.
|
147,282 | $31,905,699 | |
| 3 | LULU |
lululemon athletica inc.
|
57,398 | $8,787,633 | |
| 4 | BURL |
Burlington Stores, Inc.
|
23,567 | $7,668,230 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
69,437 | $6,344,458 | |
| 6 | GAP |
Gap Inc
|
206,625 | $5,000,325 | |
| 7 | URBN |
Urban Outfitters Inc
|
73,039 | $4,627,020 | |
| 8 | BKE |
Buckle Inc
|
87,799 | $4,421,557 |
All Filings in ZUMZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $624,003 | 28,159 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $709,393 | 27,232 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $920 | 48 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||