Position in LOW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,108,200
-$315,639 QoQ
Shares Held
17,387
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $6,116,073 across 2 Home Improvement Retail names. LOW ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
17,387 | $4,108,200 | |
| 2 | HD |
Home Depot, Inc.
|
6,105 | $2,007,873 |
All Filings in LOW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,108,200 | 17,387 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,423,839 | 18,344 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,972,922 | 19,788 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,285,197 | 19,314 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,702,059 | 15,873 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,911,039 | 15,847 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,447,627 | 16,421 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,724,010 | 16,892 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,402,753 | 17,284 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,969,846 | 17,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,818,436 | 18,372 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,695,011 | 20,802 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,089,386 | 20,450 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,193,404 | 21,047 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,040,919 | 21,516 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,218,804 | 24,153 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,550,690 | 22,507 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,694,831 | 22,032 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,609,587 | 22,723 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,819,269 | 19,690 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,262,883 | 22,415 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,331,545 | 20,756 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,068,123 | 42,615 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,961,560 | 21,918 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||