Kozak & Associates, Inc.

Position in LOW — Lowes Companies Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in LOW

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$83,565

-$56,312 QoQ

Shares Held

379

-36.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,425

of 2,642 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Kozak & Associates, Inc. holds $512,423 across 2 Home Improvement Retail names. LOW ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc.	1,216	$428,858
2	LOW	Lowes Companies Inc This page	379	$83,565

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$83,565	379	-36.0%	Shares	Sole	2026-07-02
2026-03-31	$139,877	592	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$142,284	590	-0.5%	Shares	Sole	2026-01-12
2025-09-30	$149,026	593	+1.5%	Shares	Sole	2025-11-18
2025-06-30	$129,572	584	-47.7%	Shares	Sole	2025-07-10
2025-03-31	$260,284	1,116	+0.5%	Shares	Sole	2025-04-15
2024-12-31	$274,194	1,111	+2.5%	Shares	Sole	2025-01-06
2024-09-30	$293,601	1,084	+0.5%	Shares	Sole	2024-10-17
2024-06-30	$237,876	1,079	0.0%	Shares	Sole	2024-07-05
2024-03-31	$274,853	1,079	-26.5%	Shares	Sole	2024-05-17
2023-12-31	$326,703	1,468	-1.7%	Shares	Sole	2024-01-17
2023-09-30	$310,305	1,493	+0.3%	Shares	Sole	2023-10-17
2023-06-30	$336,067	1,489	+0.3%	Shares	Sole	2023-07-05
2023-03-31	$296,955	1,485	+0.2%	Shares	Sole	2023-04-03
2022-12-31	$295,273	1,482	+0.3%	Shares	Sole	2023-01-03
2022-09-30	$277,583	1,478	+0.3%	Shares	Sole	2022-10-12
2022-06-30	$257,463	1,474	+0.2%	Shares	Sole	2022-10-12
2022-03-31	$297,421	1,471	0.0%	Shares	Sole	2022-05-26
2021-12-31	$380,224	1,471	+56.8%	Shares	Sole	2022-03-11
2021-09-30	$190,282	938	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.