Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$78,647
+$58,914 QoQ
Shares Held
223
+271.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,962
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026Newton One Investments LLC holds $98,711 across 2 Home Improvement Retail names. HD ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
223 | $78,647 | |
| 2 | LOW |
Lowes Companies Inc
|
91 | $20,064 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,647 | 223 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $19,733 | 60 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,764 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,207 | 40 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $14,665 | 40 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $14,659 | 40 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,559 | 40 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||