Position in LOW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$42,995
-$3,079 QoQ
Shares Held
195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,488
of 2,639 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $410,134 across 2 Home Improvement Retail names. LOW ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,041 | $367,139 | |
| 2 | LOW |
Lowes Companies Inc
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|
195 | $42,995 |
All Filings in LOW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,995 | 195 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $46,074 | 195 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $47,026 | 195 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||