Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,642,278
+$242,697 QoQ
Shares Held
7,492
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,568
of 4,079 holders
Holding Since
Sep 2025
4 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, 2026J. Stern & Co. LLP holds $4,255,823 across 2 Home Improvement Retail names. HD ranks #1 (62.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,492 | $2,642,278 | |
| 2 | LOW |
Lowes Companies Inc
|
7,318 | $1,613,545 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,642,278 | 7,492 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,399,581 | 7,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,232,520 | 6,488 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,043,003 | 14,914 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||