Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,541,564
-$160,112 QoQ
Shares Held
4,371
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,990
of 4,086 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Plancorp, LLC holds $1,913,310 across 2 Home Improvement Retail names. HD ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,371 | $1,541,564 | |
| 2 | LOW |
Lowes Companies Inc
|
1,686 | $371,746 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,564 | 4,371 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,701,676 | 5,174 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,823,730 | 5,300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,346,050 | 5,790 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,154,010 | 5,875 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,060,040 | 5,621 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,981,126 | 5,093 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,948,606 | 4,809 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,581,438 | 4,594 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,742,694 | 4,543 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,475,263 | 4,257 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,225,863 | 4,057 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,158,997 | 3,731 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,044,429 | 3,539 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,112,458 | 3,522 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $953,096 | 3,454 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $965,978 | 3,522 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $992,877 | 3,317 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,399,828 | 3,373 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,109,518 | 3,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,023,636 | 3,210 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $987,483 | 3,235 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $913,998 | 3,441 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $870,898 | 3,136 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $782,593 | 3,124 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $558,449 | 2,991 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||