Position in LOW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$162,721
+$49,618 QoQ
Shares Held
738
+57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,346
of 2,639 holders
Holding Since
Mar 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, 2026Cape Investment Advisory, Inc. holds $1,070,871 across 2 Home Improvement Retail names. LOW ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
2,575 | $908,150 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
738 | $162,721 |
All Filings in LOW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,721 | 738 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $113,103 | 469 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,780 | 214 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $87,194 | 393 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $90,959 | 390 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $105,630 | 428 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $103,464 | 382 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,231 | 373 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $95,014 | 373 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $83,456 | 375 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $79,602 | 383 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $85,991 | 381 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $93,585 | 468 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||