Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$826,681
+$15,639 QoQ
Shares Held
2,344
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,545
of 4,083 holders
Holding Since
Jun 2020
25 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, 2026Jacobsen Capital Management holds $1,034,382 across 2 Home Improvement Retail names. HD ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,344 | $826,681 | |
| 2 | LOW |
Lowes Companies Inc
|
942 | $207,701 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,681 | 2,344 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $811,042 | 2,466 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $896,724 | 2,606 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,095,228 | 2,703 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $992,127 | 2,706 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $860,885 | 2,349 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $905,179 | 2,327 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $944,116 | 2,330 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $833,749 | 2,422 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $952,862 | 2,484 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $844,888 | 2,438 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $756,306 | 2,503 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $871,966 | 2,807 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,056,529 | 3,580 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,140,899 | 6,778 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,072,309 | 7,510 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,081,983 | 7,591 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,427,865 | 8,111 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,094,729 | 7,457 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,528,258 | 7,702 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,391,037 | 7,498 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,248,776 | 7,367 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,899,979 | 7,153 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,986,459 | 7,153 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,855,778 | 7,408 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||