Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,583,180
+$68,971 QoQ
Shares Held
4,489
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,962
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Dec 31, 2021CallValue
$41,501
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $2,137,491 across 2 Home Improvement Retail names. HD ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,489 | $1,583,180 | |
| 2 | LOW |
Lowes Companies Inc
|
2,514 | $554,311 |
All Filings in HD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,583,180 | 4,489 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,514,209 | 4,604 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,618,990 | 4,705 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,915,738 | 4,728 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,714,408 | 4,676 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,703,445 | 4,648 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,035,584 | 5,233 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,977,781 | 4,881 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,673,006 | 4,860 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,036,148 | 5,308 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,836,021 | 5,298 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,604,469 | 5,310 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,644,838 | 5,295 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,567,677 | 5,312 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,671,531 | 5,292 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,461,102 | 5,295 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,426,478 | 5,201 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,507,126 | 5,035 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,044,754 | 4,927 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $41,501 | 100 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,594,358 | 4,857 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,548,529 | 4,856 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,416,970 | 4,642 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,230,086 | 4,631 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,220,535 | 4,395 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,000 | 300 | Call | Sole | 2020-08-13 | |
| 2020-06-30 | $1,154,851 | 4,610 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $871,935 | 4,670 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||