Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,451,111
+$858,108 QoQ
Shares Held
46,646
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#602
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $17,203,422 across 2 Home Improvement Retail names. HD ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
46,646 | $16,451,111 | |
| 2 | LOW |
Lowes Companies Inc
|
3,412 | $752,311 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,451,111 | 46,646 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $15,593,003 | 47,411 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,422,860 | 47,727 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $21,047,594 | 51,945 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,419,820 | 52,967 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $19,164,128 | 52,291 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $20,640,198 | 53,061 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $21,990,204 | 54,270 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $19,345,255 | 56,197 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $21,615,476 | 56,349 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $19,914,495 | 57,465 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $18,273,428 | 60,476 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $19,007,750 | 61,189 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $18,173,194 | 61,579 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $19,365,376 | 61,310 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $17,356,901 | 62,901 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $17,398,591 | 63,436 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $19,052,055 | 63,649 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $26,519,138 | 63,900 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $21,132,065 | 64,376 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $18,946,529 | 59,414 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $18,440,457 | 60,411 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $15,824,311 | 59,575 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $16,664,543 | 60,007 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $15,744,302 | 62,849 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $12,042,980 | 64,501 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||