Position in HD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$240,529,425
+$170,969,267 QoQ
Shares Held
731,337
+261.8% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.2268953984278.ToString("F0")%
Shared 0.ToString("F0")%
None 0.773104601572189.ToString("F0")%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $500,296,758 across 5 Home Improvement Retail names. HD ranks #1 (48.1% of the industry book) .
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,529,425 | 731,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,560,158 | 202,151 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $72,077,626 | 177,886 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $56,121,584 | 153,070 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,088,228 | 117,570 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $34,548,146 | 88,815 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,771,935 | 63,603 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,351,330 | 35,880 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,842,521 | 10,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,920,723 | 8,428 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,697,986 | 8,929 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,494,128 | 8,029 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,472,219 | 8,377 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,715,764 | 8,598 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,347,145 | 8,506 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,698,268 | 9,838 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,459,356 | 11,557 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,484,598 | 10,806 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,084,330 | 9,396 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,908,595 | 9,121 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,868,434 | 9,397 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,424,048 | 9,126 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,541,879 | 9,153 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,072,217 | 8,272 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,810,899 | 9,699 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||