Position in LOW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$362,926
-$48,910 QoQ
Shares Held
1,646
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,872
of 2,642 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Shepherd Financial Partners LLC holds $3,470,036 across 2 Home Improvement Retail names. LOW ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
8,810 | $3,107,110 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,646 | $362,926 |
All Filings in LOW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,926 | 1,646 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $411,836 | 1,743 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $421,306 | 1,747 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $338,765 | 1,348 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $297,083 | 1,339 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $306,230 | 1,313 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $300,355 | 1,217 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $321,498 | 1,187 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $261,686 | 1,187 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $302,364 | 1,187 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $263,276 | 1,183 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $242,133 | 1,165 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $207,644 | 920 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||