Position in HD
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,117,897
-$334,709 QoQ
Shares Held
3,399
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $1,684,260 across 2 Home Improvement Retail names. HD ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,399 | $1,117,897 | |
| 2 | LOW |
Lowes Companies Inc
|
2,397 | $566,363 |
All Filings in HD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,117,897 | 3,399 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $1,452,606 | 3,585 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,286,539 | 3,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,261,825 | 3,443 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,346,294 | 3,461 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||