Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,067,001
+$689,496 QoQ
Shares Held
20,038
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#946
of 4,083 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, 2026WHALEROCK POINT PARTNERS, LLC holds $7,685,475 across 2 Home Improvement Retail names. HD ranks #1 (92.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
20,038 | $7,067,001 | |
| 2 | LOW |
Lowes Companies Inc
|
2,805 | $618,474 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,067,001 | 20,038 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,377,505 | 19,391 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,428,132 | 18,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,616,356 | 18,797 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,772,207 | 18,471 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,616,976 | 18,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,568,096 | 16,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,513,590 | 16,075 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,377,717 | 15,622 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,907,440 | 15,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,227,013 | 15,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,633,623 | 15,335 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,668,919 | 15,030 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,368,956 | 14,804 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,586,918 | 14,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,029,551 | 14,603 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,961,281 | 14,443 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,327,713 | 14,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,815,535 | 14,013 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,586,776 | 13,973 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,358,588 | 13,668 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,149,263 | 13,593 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,554,261 | 13,381 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $938,104 | 3,378 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,929,714 | 11,695 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,205,231 | 11,811 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||