Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,663,432
+$819,909 QoQ
Shares Held
27,400
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#802
of 4,083 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, 2026Allen Capital Group, LLC holds $10,138,367 across 2 Home Improvement Retail names. HD ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,400 | $9,663,432 | |
| 2 | LOW |
Lowes Companies Inc
|
2,154 | $474,935 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,663,432 | 27,400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,843,523 | 26,889 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $8,871,586 | 25,782 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,922,697 | 24,489 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,364,891 | 22,815 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,387,338 | 20,157 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,799,934 | 17,481 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,693,904 | 16,520 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,311,278 | 15,429 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,875,217 | 15,316 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,041,955 | 14,549 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $4,120,858 | 13,638 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,295,529 | 13,828 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,085,641 | 13,844 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $238,790 | 756 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,213,045 | 11,644 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,200,730 | 11,670 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,233,961 | 10,804 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,305,528 | 24,832 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,612,829 | 11,006 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,842,943 | 12,051 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,490,839 | 11,436 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,601,747 | 9,795 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,758,493 | 9,933 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,647,389 | 10,568 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,951,306 | 10,451 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||