Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$853,132
-$87,164 QoQ
Shares Held
2,419
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,511
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $1,748,321 across 2 Home Improvement Retail names. HD ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,060 | $895,189 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,419 | $853,132 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,132 | 2,419 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $940,296 | 2,859 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $930,446 | 2,704 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,138,583 | 2,810 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $984,428 | 2,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,066,119 | 2,909 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,204,702 | 3,097 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,436,839 | 3,546 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,436,513 | 4,173 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,038,066 | 5,313 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,816,615 | 5,242 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,556,728 | 5,152 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,685,222 | 5,425 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,187,858 | 4,025 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,239,434 | 3,924 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $899,012 | 3,258 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $948,699 | 3,459 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $982,401 | 3,282 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,317,656 | 3,175 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,012,353 | 3,084 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $855,262 | 2,682 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $655,066 | 2,146 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $672,284 | 2,531 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $685,110 | 2,467 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $659,592 | 2,633 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $530,816 | 2,843 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||