Position in HD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$942,598
+$134,652 QoQ
Shares Held
2,866
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $1,293,946 across 2 Home Improvement Retail names. HD ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,866 | $942,598 | |
| 2 | LOW |
Lowes Companies Inc
|
1,487 | $351,348 |
All Filings in HD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $942,598 | 2,866 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $807,946 | 2,348 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $945,308 | 2,333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $916,233 | 2,499 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,026,904 | 2,802 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,086,449 | 2,793 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,134,560 | 2,800 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $856,813 | 2,489 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,061,037 | 2,766 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $870,187 | 2,511 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $722,766 | 2,392 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $740,876 | 2,385 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $701,500 | 2,377 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $750,167 | 2,375 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $610,931 | 2,214 | Shares | Sole | 2022-12-06 | |
| 2022-06-30 | $640,694 | 2,336 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $732,460 | 2,447 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,024,659 | 2,469 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $809,160 | 2,465 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $776,816 | 2,436 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $740,231 | 2,425 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $655,284 | 2,467 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||