Position in HD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$62,305,250
-$3,292,253 QoQ
Shares Held
189,441
-0.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
4.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $64,626,228 across 2 Home Improvement Retail names. HD ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
189,441 | $62,305,250 | |
| 2 | LOW |
Lowes Companies Inc
|
9,823 | $2,320,978 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,305,250 | 189,441 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $65,597,503 | 190,635 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $47,865,905 | 118,132 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,138,447 | 199,483 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $73,316,324 | 200,050 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $77,942,315 | 200,371 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $81,251,109 | 200,521 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $70,696,568 | 205,370 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $78,170,391 | 203,781 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $68,184,752 | 196,753 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $58,400,880 | 193,278 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $61,078,968 | 196,623 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $56,275,842 | 190,688 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $61,898,768 | 195,969 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $53,425,847 | 193,614 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $51,563,308 | 188,002 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $42,546,766 | 142,140 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $55,223,720 | 133,066 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $44,337,421 | 135,068 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $41,685,938 | 130,722 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $39,343,672 | 128,890 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $33,090,939 | 124,580 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $33,855,348 | 121,909 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $30,686,723 | 122,497 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,244,965 | 108,430 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||