Novak & Powell Financial Services, Inc.
Position in LOW — Lowes Companies Inc
CIK 2011548
ST. PETERSBURG, FL
Position in LOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$209,024
-$14,969 QoQ
Shares Held
948
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,302
of 2,642 holders
Holding Since
Dec 2023
10 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, 2026Novak & Powell Financial Services, Inc. holds $433,328 across 2 Home Improvement Retail names. LOW ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
636 | $224,304 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
948 | $209,024 |
All Filings in LOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,024 | 948 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,993 | 948 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $228,619 | 948 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $238,241 | 948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,332 | 948 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $221,102 | 948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,966 | 948 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $256,765 | 948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,373 | 986 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $219,211 | 985 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||