&PARTNERS HD — HOME DEPOT INC

Ownership history in &PARTNERS  ·  23 quarters on record

AI Ownership Summary

&PARTNERS reported HOME DEPOT INC (HD) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q1. The latest visible filing shows HD at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in HOME DEPOT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HD was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HD stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held HD — position size vs. price
% of Fund (quarterly)    HD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 242,882 +44,886 +22.7% 0.44% $83.5M 2026-02-14 (Est.) $388.45
2025 Q3 REDUCED — — — 197,996 -1,372 -0.7% 0.49% $76.5M 2025-11-14 $357.64
2025 Q2 ADDED — — — 199,368 +35,797 +21.9% 0.56% $73.1M 2025-08-14 $392.88
2025 Q1 ADDED — — — 163,571 +34,013 +26.3% 0.62% $58.6M 2025-05-15 $369.30
2024 Q4 ADDED — — — 129,558 +62,099 +92.1% 0.61% $50.7M 2025-02-14 $396.89
2024 Q3 ADDED — — — 67,459 +40,629 +151.4% 0.53% $27.4M 2024-11-14 $391.16
2024 Q2 ADDED — — — 26,830 +18,556 +224.3% 0.40% $9.2M 2024-07-24 $335.70
2024 Q1 ADDED — — — 8,274 +1,744 +26.7% 0.44% $3.2M 2024-04-11 $330.59
2023 Q4 ADDED — — — 6,530 +2,764 +73.4% 0.55% $2.2M 2024-01-09 $327.50
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HD

As of 2026 Q1 — sorted by position size

BAYPOINTE PARTNERS LLC 9.03% Carmel Capital Partners, LLC 3Y 8.73% MFF Capital Investments Ltd 7.1% PROVIDENT TRUST CO 3Y 7Y 5.2% William B. Walkup & Associates, Inc. 4.34% CONSCIOUS WEALTH INVESTMENTS, LLC 3.75% Constitution Capital LLC 3Y 3.57% Baugh & Associates, LLC 3Y 7Y 3.47% HOERTKORN RICHARD CHARLES 3Y 7Y 3.46% TLW Wealth Management, LLC 3Y 7Y 3.45%

FAQ About &PARTNERS and HD

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning HD?

&PARTNERS reported HD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HD position in &PARTNERS's portfolio?

The largest reported portfolio weight for HD was 0.62% in 2025 Q1.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 242,882 shares, equal to 0.44% of portfolio, with an estimated market value of $83.5M.

What does the chart on this HD ownership page compare?

The chart compares &PARTNERS's quarterly HD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their HD position?

Based on 13F filing dates vs. subsequent HD price moves, &PARTNERS correctly timed 15 out of 22 reported position changes (68%). The annualised alpha on HD relative to SPY over the holding period was -4.6%.

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