Creative Planning

Position in LOW — Lowes Companies Inc

CIK 1540235 OVERLAND PARK, KS

Back to LOW Full portfolio

Position in LOW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$65,135,071

+$1,695,522 QoQ

Shares Held

275,669

+4.8% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LOW Over Time

Shares Held

Position Value (USD)

Derivatives in LOW

reported options exposure · as of Mar 31, 2022

CallValue

$202,190

CallShares

1,000

PutValue

PutShares

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 Mar 31, 2026

Creative Planning holds $272,394,863 across 4 Home Improvement Retail names. LOW ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	621,036	$204,252,529
2	LOW	Lowes Companies Inc This page	275,669	$65,135,071
3	FND	Floor & Decor Holdings, Inc.	49,655	$2,522,474
4	HVT	Haverty Furniture Companies Inc	22,889	$484,789

All Filings in LOW

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,135,071	275,669	+4.8%	Shares	Defined	2026-05-12
2025-12-31	$63,439,549	263,060	+11.0%	Shares	Defined	2026-02-17
2025-09-30	$59,553,935	236,974	+5.3%	Shares	Defined	2025-11-14
2025-06-30	$49,926,074	225,024	-0.3%	Shares	Sole	2025-08-08
2025-03-31	$52,662,634	225,797	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$54,860,924	222,289	-0.2%	Shares	Defined	2025-02-14
2024-09-30	$60,350,254	222,818	+9.0%	Shares	Sole	2024-10-11
2024-06-30	$45,069,725	204,435	+1.3%	Shares	Defined	2024-08-15
2024-03-31	$51,417,249	201,850	+7.2%	Shares	Defined	2024-05-13
2023-12-31	$41,905,051	188,295	+2.4%	Shares	Defined	2024-02-14
2023-09-30	$38,229,050	183,935	+8.7%	Shares	Defined	2023-11-16
2023-06-30	$38,201,078	169,256	+5.7%	Shares	Sole	2023-07-21
2023-03-31	$32,023,995	160,144	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$32,065,884	160,941	+10.7%	Shares	Sole	2023-02-10
2022-09-30	$27,307,386	145,399	-1.8%	Shares	Sole	2022-11-03
2022-06-30	$25,850,461	147,996	-0.3%	Shares	Sole	2022-08-15
2022-03-31	$30,000,547	148,378	+14737.8%	Shares	Sole	2022-05-16
2022-03-31	$202,190	1,000	-99.2%	Call	Sole	2022-05-16
2021-12-31	$33,266,634	128,701	-19.6%	Shares	Sole	2022-02-11
2021-09-30	$32,471,800	160,070	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$30,796,616	158,770	+26361.7%	Shares	Sole	2021-08-04
2021-03-31	$114,108	600	-99.6%	Call	Sole	2021-04-30
2021-03-31	$30,003,367	157,763	-18.4%	Shares	Sole	2021-04-30
2020-12-31	$31,014,223	193,223	+32103.8%	Shares	Sole	2021-01-29
2020-12-31	$96,306	600	-99.7%	Call	Sole	2021-01-29
2020-09-30	$28,880,704	174,127	+24775.3%	Shares	Sole	2020-11-05
2020-09-30	$116,102	700	-99.6%	Put	Sole	2020-11-05
2020-06-30	$23,156,460	171,377	-0.2%	Shares	Sole	2020-07-23
2020-03-31	$14,779,689	171,757	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.