Position in HD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,465,185
-$288,601 QoQ
Shares Held
10,536
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Capital Planning Advisors, LLC holds $3,849,612 across 2 Home Improvement Retail names. HD ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,536 | $3,465,185 | |
| 2 | LOW |
Lowes Companies Inc
|
1,627 | $384,427 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,465,185 | 10,536 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,753,786 | 10,909 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,652,796 | 11,483 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,301,787 | 11,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,475,942 | 12,213 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,739,065 | 12,183 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,542,697 | 11,211 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,812,458 | 11,075 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,270,235 | 11,132 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,759,027 | 10,847 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,272,090 | 10,829 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,371,375 | 10,853 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,179,032 | 10,772 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,678,505 | 11,646 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,614,531 | 9,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,141,500 | 7,808 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,724,800 | 9,103 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,779,496 | 9,107 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,908,711 | 8,861 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,745,005 | 8,608 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,482,903 | 8,134 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,796,653 | 6,764 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,805,115 | 6,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,562,681 | 6,238 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,192,516 | 6,387 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||