Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,196,338
+$240,275 QoQ
Shares Held
9,063
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#1,434
of 4,086 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, 2026Beaton Management Co. Inc. holds $4,262,627 across 2 Home Improvement Retail names. HD ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
9,063 | $3,196,338 | |
| 2 | LOW |
Lowes Companies Inc
|
4,836 | $1,066,289 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,196,338 | 9,063 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,956,063 | 8,988 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,127,180 | 9,088 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,769,077 | 9,302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,419,651 | 9,327 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,472,859 | 9,476 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,705,518 | 9,526 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,920,310 | 9,675 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,330,177 | 9,674 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,728,592 | 9,720 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,367,079 | 9,716 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,935,484 | 9,715 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,043,650 | 9,798 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,891,585 | 9,798 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,094,480 | 9,797 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,703,108 | 9,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,686,748 | 9,796 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,932,236 | 9,796 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,054,647 | 9,770 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,207,100 | 9,770 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,115,555 | 9,770 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,982,292 | 9,770 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,608,388 | 9,820 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,771,545 | 9,980 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,675,446 | 10,680 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,031,404 | 10,880 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||