Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$626,359
+$34,029 QoQ
Shares Held
1,776
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,805
of 4,083 holders
Holding Since
Mar 2024
10 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, 2026UPTICK PARTNERS, LLC holds $1,107,909 across 2 Home Improvement Retail names. HD ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,776 | $626,359 | |
| 2 | LOW |
Lowes Companies Inc
|
2,184 | $481,550 |
All Filings in HD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,359 | 1,776 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $592,330 | 1,801 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $626,605 | 1,821 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $474,881 | 1,172 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $384,604 | 1,049 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $301,253 | 822 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $306,523 | 788 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $297,416 | 734 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $191,052 | 555 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $212,897 | 555 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||