Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$700,069
+$69,258 QoQ
Shares Held
1,985
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,692
of 4,083 holders
Holding Since
Dec 2025
3 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, 202655 North Private Wealth, LLC holds $926,732 across 2 Home Improvement Retail names. HD ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,985 | $700,069 | |
| 2 | LOW |
Lowes Companies Inc
|
1,028 | $226,663 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,069 | 1,985 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $630,811 | 1,918 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $626,262 | 1,820 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||