SATURNA CAPITAL CORP HD — Home Depot Common Stock

Ownership history in SATURNA CAPITAL CORP  ·  81 quarters on record

AI Ownership Summary

SATURNA CAPITAL CORP reported Home Depot Common Stock (HD) in 81 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows HD at 0.29% 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 SATURNA CAPITAL CORP's position in Home Depot Common Stock, 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 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

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 SATURNA CAPITAL CORP fund profile SATURNA CAPITAL CORP full holdings
How SATURNA CAPITAL CORP 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 — — — 64,627 +12,823 +24.8% 0.29% $22.2M 2026-02-14 (Est.) $388.45
2025 Q3 ADDED — — — 51,804 +17,340 +50.3% 0.27% $21.0M 2025-11-14 $357.64
2025 Q2 ADDED — — — 34,464 +185 +0.5% 0.17% $12.6M 2025-08-12 $388.64
2025 Q1 ADDED — — — 34,279 +30,250 +750.8% 0.19% $12.6M 2025-05-02 $355.53
2024 Q4 UNCHANGED — — — 4,029 — 0% 0.02% $1.6M 2025-02-07 $394.82
2024 Q3 UNCHANGED — — — 4,029 — 0% 0.02% $1.6M 2024-11-05 $385.73
2024 Q2 REDUCED 19.6% +18.4% ❌ 4,029 -985 -19.6% 0.02% $1.4M 2024-07-31 $352.81
2024 Q1 ADDED — — — 5,014 +146 +3.0% 0.03% $1.9M 2024-05-13 $324.49
2023 Q4 ADDED — — — 4,868 +874 +21.9% 0.03% $1.7M 2024-02-06 $337.02
72 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% Carson Advisory Inc. 3Y 5.21% PROVIDENT TRUST CO 3Y 7Y 5.2% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 4.77% William B. Walkup & Associates, Inc. 4.34% MWA Asset Management 3.92% CONSCIOUS WEALTH INVESTMENTS, LLC 3.75% Peachtree Investment Partners, LLC 3Y 7Y 3.65%

FAQ About SATURNA CAPITAL CORP and HD

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

How long has SATURNA CAPITAL CORP reported owning HD?

SATURNA CAPITAL CORP reported HD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HD position in SATURNA CAPITAL CORP's portfolio?

The largest reported portfolio weight for HD was 0.29% in 2025 Q4.

What is the latest reported HD position on this page?

The most recent filing on this page is 2025 Q4, when SATURNA CAPITAL CORP reported 64,627 shares, equal to 0.29% of portfolio, with an estimated market value of $22.2M.

What does the chart on this HD ownership page compare?

The chart compares SATURNA CAPITAL CORP'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 SATURNA CAPITAL CORP time their HD position?

Based on 13F filing dates vs. subsequent HD price moves, SATURNA CAPITAL CORP correctly timed 24 out of 49 reported position changes (49%). The annualised alpha on HD relative to SPY over the holding period was +3.5%.

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