Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$810,105
+$87,205 QoQ
Shares Held
2,297
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,568
of 4,086 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Sunbeam Capital Management, LLC holds $1,042,721 across 2 Home Improvement Retail names. HD ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,297 | $810,105 | |
| 2 | LOW |
Lowes Companies Inc
|
1,055 | $232,616 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,105 | 2,297 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $722,900 | 2,198 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $749,105 | 2,177 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $871,968 | 2,152 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $761,877 | 2,078 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $520,782 | 1,421 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $549,642 | 1,413 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||