Position in LOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,999
-$4,301 QoQ
Shares Held
27,756
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,504
of 2,639 holders
Holding Since
Sep 2025
4 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,227,762 across 2 Home Improvement Retail names. LOW ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
3,382 | $1,192,763 | |
| 2 | LOW |
Lowes Companies Inc
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|
27,756 | $34,999 |
All Filings in LOW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,999 | 27,756 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $39,300 | 27,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $39,540 | 27,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,293 | 27,777 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||