Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,299,273
+$136,318 QoQ
Shares Held
3,684
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,133
of 4,083 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $1,660,435 across 2 Home Improvement Retail names. HD ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,684 | $1,299,273 | |
| 2 | LOW |
Lowes Companies Inc
|
1,638 | $361,162 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,299,273 | 3,684 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,162,955 | 3,536 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,483,071 | 4,310 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,807,147 | 4,460 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,602,950 | 4,372 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,248,997 | 3,408 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||