Position in LOW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,795,086
+$5,253,581 QoQ
Shares Held
80,707
+52.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#332
of 2,639 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,561,359 across 2 Home Improvement Retail names. LOW ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
135,438 | $47,766,273 | |
| 2 | LOW |
Lowes Companies Inc
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|
80,707 | $17,795,086 |
All Filings in LOW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,795,086 | 80,707 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,541,505 | 53,079 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,149,007 | 54,524 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,176,258 | 44,472 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,578,127 | 43,170 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,779,800 | 41,932 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,483,222 | 30,321 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,415,331 | 27,378 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,961,458 | 27,041 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,413,591 | 25,178 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,057,226 | 22,724 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||