Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$405,582
+$27,359 QoQ
Shares Held
1,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,216
of 4,083 holders
Holding Since
Dec 2021
18 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, 2026Alan B Lancz & Associates, Inc. holds $627,394 across 2 Home Improvement Retail names. HD ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,150 | $405,582 | |
| 2 | LOW |
Lowes Companies Inc
|
1,006 | $221,812 |
All Filings in HD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,582 | 1,150 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $378,223 | 1,150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $516,150 | 1,500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,785 | 1,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $568,292 | 1,550 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $549,735 | 1,500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $564,035 | 1,450 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $607,800 | 1,500 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $464,724 | 1,350 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $467,842 | 1,350 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $407,916 | 1,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $419,364 | 1,350 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $398,412 | 1,350 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $426,411 | 1,350 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $372,519 | 1,350 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $370,264 | 1,350 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $454,382 | 1,518 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $629,985 | 1,518 | Shares | Sole | 2022-04-13 | |
| No filing history on record for this holder in this stock. | ||||||