Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$216,898
+$113,298 QoQ
Shares Held
615
+95.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,792
of 4,083 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $320,087 across 2 Home Improvement Retail names. HD ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
615 | $216,898 | |
| 2 | LOW |
Lowes Companies Inc
|
468 | $103,189 |
All Filings in HD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,898 | 615 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $103,600 | 315 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,391 | 315 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $127,229 | 314 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $182,586 | 498 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $122,407 | 334 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $129,533 | 333 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $132,095 | 326 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $112,222 | 326 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $130,807 | 341 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $123,371 | 356 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $124,792 | 413 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $122,702 | 395 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $116,572 | 395 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $124,448 | 394 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $108,720 | 394 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||