Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,117,739
+$388,630 QoQ
Shares Held
14,511
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,134
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, 2026West Branch Capital LLC holds $5,145,079 across 2 Home Improvement Retail names. HD ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
14,511 | $5,117,739 | |
| 2 | LOW |
Lowes Companies Inc
|
124 | $27,340 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,117,739 | 14,511 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $4,729,109 | 14,379 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,914,436 | 14,282 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,748,430 | 14,187 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,049,366 | 13,772 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,927,091 | 13,444 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,029,640 | 12,930 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,960,053 | 12,241 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,106,094 | 11,928 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,518,424 | 11,779 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,867,844 | 11,161 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,251,845 | 10,762 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,345,903 | 10,771 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,194,083 | 10,823 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,438,767 | 10,887 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,997,536 | 10,863 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,968,149 | 10,822 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,259,105 | 10,888 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,704,553 | 11,336 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,658,129 | 11,144 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,517,356 | 11,030 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,308,299 | 10,838 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,891,804 | 10,887 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,984,827 | 10,748 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,605,554 | 10,401 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,622,883 | 8,692 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||