Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,129,329
+$239,373 QoQ
Shares Held
8,873
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,452
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $4,613,005 across 2 Home Improvement Retail names. HD ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,873 | $3,129,329 | |
| 2 | LOW |
Lowes Companies Inc
|
6,729 | $1,483,676 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,129,329 | 8,873 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,889,956 | 8,787 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,095,523 | 8,996 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,648,735 | 9,005 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,354,756 | 9,150 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,102,337 | 8,465 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,311,860 | 8,514 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||