Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,369,656
+$153,267 QoQ
Shares Held
6,719
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,641
of 4,083 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Schear Investment Advisers, LLC holds $2,629,613 across 2 Home Improvement Retail names. HD ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,719 | $2,369,656 | |
| 2 | LOW |
Lowes Companies Inc
|
1,179 | $259,957 |
All Filings in HD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,656 | 6,719 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,216,389 | 6,739 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,321,986 | 6,748 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,734,627 | 6,749 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,474,453 | 6,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,516,320 | 6,866 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,662,247 | 6,844 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,778,051 | 6,856 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,018,623 | 5,864 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,249,814 | 5,865 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,867,211 | 5,388 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,618,368 | 5,356 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,723,430 | 5,548 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,632,898 | 5,533 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,722,384 | 5,453 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||