Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,157,896
+$291,949 QoQ
Shares Held
8,954
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,444
of 4,083 holders
Holding Since
Dec 2024
4 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, 2026Cornerstone Planning, LLC holds $6,058,662 across 2 Home Improvement Retail names. HD ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,954 | $3,157,896 | |
| 2 | LOW |
Lowes Companies Inc
|
13,156 | $2,900,766 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,157,896 | 8,954 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,865,947 | 8,714 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,748,326 | 7,987 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $1,924,333 | 4,947 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||