Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$858,775
+$209,218 QoQ
Shares Held
2,435
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,506
of 4,086 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Alpha Family Trust holds $1,149,821 across 2 Home Improvement Retail names. HD ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,435 | $858,775 | |
| 2 | LOW |
Lowes Companies Inc
|
1,320 | $291,046 |
All Filings in HD
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,775 | 2,435 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $649,557 | 1,975 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $934,231 | 2,715 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,100,090 | 2,715 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $995,427 | 2,715 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $723,817 | 1,975 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $768,255 | 1,975 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $800,270 | 1,975 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $679,874 | 1,975 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $757,610 | 1,975 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $684,436 | 1,975 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $596,766 | 1,975 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $613,514 | 1,975 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $602,044 | 2,040 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $644,354 | 2,040 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $434,605 | 1,575 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $355,179 | 1,295 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||