Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,417,668
-$365,378 QoQ
Shares Held
12,526
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,230
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $13,980,098 across 2 Home Improvement Retail names. HD ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
43,369 | $9,562,430 | |
| 2 | HD |
Home Depot, Inc.
This page
|
12,526 | $4,417,668 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,417,668 | 12,526 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,783,046 | 14,543 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,602,337 | 13,375 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,436,830 | 10,950 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $3,791,057 | 10,340 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,679,925 | 10,041 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $4,342,683 | 11,164 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,580,380 | 11,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,807,293 | 11,060 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,326,239 | 11,278 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,720,560 | 10,736 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,870,668 | 12,810 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,098,273 | 13,193 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,563,735 | 15,464 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,905,937 | 15,532 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,009,960 | 14,532 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,374,057 | 15,948 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,399,613 | 18,039 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,331,151 | 17,665 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,754,069 | 17,529 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,323,549 | 16,694 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,025,025 | 16,462 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,297,997 | 16,181 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,215,637 | 15,180 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,500,877 | 13,975 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,426,109 | 12,994 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||