Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$11,578,484
+$469,238 QoQ
Shares Held
32,830
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#729
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $11,798,974 across 2 Home Improvement Retail names. HD ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
32,830 | $11,578,484 | |
| 2 | LOW |
Lowes Companies Inc
|
1,000 | $220,490 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,578,484 | 32,830 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,109,246 | 33,778 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,014,641 | 32,010 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,067,377 | 32,250 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,614,249 | 34,405 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,622,648 | 34,442 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,423,655 | 34,509 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,729,391 | 33,883 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,612,936 | 33,735 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,038,180 | 33,989 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $11,614,623 | 33,515 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,226,303 | 33,844 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $10,350,524 | 33,320 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $9,697,938 | 32,861 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $10,280,927 | 32,549 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,968,332 | 36,125 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $9,917,877 | 36,161 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $10,569,641 | 35,311 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $14,563,530 | 35,092 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $11,857,735 | 36,123 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,500,448 | 36,064 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,833,933 | 35,492 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $8,816,990 | 33,194 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,284,956 | 33,434 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $8,423,899 | 33,627 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,351,314 | 34,017 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||