Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$665,154
+$55,392 QoQ
Shares Held
1,886
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,752
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026Hoxton Planning & Management, LLC holds $895,786 across 2 Home Improvement Retail names. HD ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,886 | $665,154 | |
| 2 | LOW |
Lowes Companies Inc
|
1,046 | $230,632 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,154 | 1,886 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $609,762 | 1,854 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $639,681 | 1,859 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $755,274 | 1,864 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $687,083 | 1,874 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $687,901 | 1,877 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $739,858 | 1,902 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $758,534 | 1,872 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $612,402 | 1,779 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $701,604 | 1,829 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $612,700 | 1,768 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $581,355 | 1,924 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $590,837 | 1,902 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $698,844 | 2,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $731,847 | 2,317 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||