Trek Financial, LLC

Position in LOW — Lowes Companies Inc

CIK 1768195 Scottsdale, AZ

Position in LOW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,094,875

-$12,506 QoQ

Shares Held

9,501

+6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#956

of 2,642 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Trek Financial, LLC holds $2,955,414 across 2 Home Improvement Retail names. LOW ranks #1 (70.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	9,501	$2,094,875
2	HD	Home Depot, Inc.	2,440	$860,539

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,094,875	9,501	+6.5%	Shares	Sole	2026-08-13
2026-03-31	$2,107,381	8,919	+19.0%	Shares	Sole	2026-05-13
2025-12-31	$1,807,976	7,497	+322.1%	Shares	Sole	2026-02-04
2025-09-30	$446,326	1,776	-60.5%	Shares	Sole	2025-10-31
2025-06-30	$998,193	4,499	-2.4%	Shares	Sole	2025-08-13
2025-03-31	$1,074,957	4,609	+29.0%	Shares	Sole	2025-04-30
2024-12-31	$881,816	3,573	+52.4%	Shares	Sole	2025-02-13
2024-06-30	$516,758	2,344	+28.5%	Shares	Sole	2024-08-12
2024-03-31	$464,627	1,824	+42.3%	Shares	Sole	2024-05-14
2023-12-31	$285,309	1,282	-13.1%	Shares	Sole	2024-02-08
2023-09-30	$306,771	1,476	-0.8%	Shares	Sole	2023-11-14
2023-06-30	$335,841	1,488	+38.3%	Shares	Sole	2023-08-14
2023-03-31	$215,167	1,076	-67.9%	Shares	Sole	2023-05-12
2022-03-31	$677,943	3,353	+6.8%	Shares	Sole	2022-05-10
2021-12-31	$811,627	3,140	-4.5%	Shares	Sole	2022-01-19
2021-09-30	$667,003	3,288	-43.1%	Shares	Sole	2021-11-12
2021-06-30	$1,120,564	5,777	+8.3%	Shares	Sole	2021-08-06
2021-03-31	$1,014,420	5,334	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.