Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$229,242
+$12,175 QoQ
Shares Held
650
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3,742
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BIRCHBROOK, INC. holds $273,340 across 2 Home Improvement Retail names. HD ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
650 | $229,242 | |
| 2 | LOW |
Lowes Companies Inc
|
200 | $44,098 |
All Filings in HD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,242 | 650 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $217,067 | 660 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $247,752 | 720 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $265,399 | 655 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $240,149 | 655 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $240,050 | 655 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $260,623 | 670 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $258,112 | 637 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $213,428 | 620 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $237,832 | 620 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $214,861 | 620 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||