Position in HD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,376,539
-$1,269,458 QoQ
Shares Held
13,307
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $7,271,914 across 2 Home Improvement Retail names. HD ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,307 | $4,376,539 | |
| 2 | LOW |
Lowes Companies Inc
|
12,254 | $2,895,375 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,376,539 | 13,307 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $5,645,997 | 17,875 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,715,262 | 17,088 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $5,097,033 | 18,584 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $5,704,331 | 19,057 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,404,849 | 15,433 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $4,808,024 | 14,647 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $4,589,464 | 14,392 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $4,396,515 | 14,403 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $3,939,675 | 14,832 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,323,111 | 15,567 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,697,814 | 18,753 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||