Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,974,703
+$891,361 QoQ
Shares Held
11,270
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,300
of 4,083 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $5,696,288 across 2 Home Improvement Retail names. HD ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,270 | $3,974,703 | |
| 2 | LOW |
Lowes Companies Inc
|
7,808 | $1,721,585 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,974,703 | 11,270 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,083,342 | 9,375 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,149,845 | 12,060 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $4,650,770 | 11,478 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,483,813 | 9,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,285,949 | 8,966 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,374,488 | 8,675 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,994,428 | 7,390 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,352,191 | 6,833 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,270,144 | 5,918 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,534,523 | 4,428 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $680,162 | 2,251 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $461,611 | 1,486 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $245,834 | 833 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||