Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$130,138
+$23,578 QoQ
Shares Held
369
+13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,917
of 4,083 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $175,779 across 2 Home Improvement Retail names. HD ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
369 | $130,138 | |
| 2 | LOW |
Lowes Companies Inc
|
207 | $45,641 |
All Filings in HD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,138 | 369 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $106,560 | 324 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $111,488 | 324 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $771,075 | 1,903 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $908,167 | 2,477 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $829,366 | 2,263 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $959,638 | 2,467 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $2,228,600 | 5,500 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $282,276 | 820 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $1,164,609 | 3,036 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $124,411 | 359 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $285,239 | 944 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $421,538 | 1,357 | Shares | Other | 2023-08-08 | |
| 2022-12-31 | $1,340,825 | 4,245 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,062,651 | 7,475 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $2,639,848 | 9,625 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $3,883,806 | 12,975 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $4,357,605 | 10,500 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $2,461,950 | 7,500 | Shares | Other | 2021-11-09 | |
| 2020-09-30 | $1,385,771 | 4,990 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,627,311 | 6,496 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $932,802 | 4,996 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||