Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,438,373
+$361,647 QoQ
Shares Held
21,091
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#925
of 4,086 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Allen Investment Management, LLC holds $12,623,856 across 2 Home Improvement Retail names. HD ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
21,091 | $7,438,373 | |
| 2 | LOW |
Lowes Companies Inc
|
23,518 | $5,185,483 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,438,373 | 21,091 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $7,076,726 | 21,517 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $7,346,879 | 21,351 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,555,577 | 18,647 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $6,836,736 | 18,647 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $6,861,792 | 18,723 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $12,084,752 | 31,067 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $12,987,065 | 32,051 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $5,528,838 | 16,061 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $6,557,642 | 17,095 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $5,976,254 | 17,245 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,311,978 | 4,342 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,348,798 | 4,342 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,281,411 | 4,342 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $10,743,030 | 34,012 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,385,271 | 34,012 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $9,328,471 | 34,012 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $10,180,811 | 34,012 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $14,264,723 | 34,372 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,435,152 | 4,372 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,075,297 | 3,372 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,009,767 | 3,308 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $878,670 | 3,308 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $914,776 | 3,294 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $951,938 | 3,800 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $678,690 | 3,635 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||