Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$744,860
+$112,076 QoQ
Shares Held
2,112
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,643
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026ProVise Management Group, LLC holds $2,713,835 across 2 Home Improvement Retail names. HD ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
8,930 | $1,968,975 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,112 | $744,860 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,860 | 2,112 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $632,784 | 1,924 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $687,855 | 1,999 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $818,078 | 2,019 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,051,890 | 2,869 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,043,763 | 2,848 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,136,239 | 2,921 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,545,432 | 3,814 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,406,220 | 4,085 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,568,156 | 4,088 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,726,165 | 4,981 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,512,612 | 5,006 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,578,672 | 5,082 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,511,899 | 5,123 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,544,555 | 4,890 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,373,077 | 4,976 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,389,451 | 5,066 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,766,346 | 5,901 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,041,782 | 9,739 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,066,933 | 9,343 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,673,892 | 8,385 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,476,798 | 8,114 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,150,459 | 8,096 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,181,967 | 7,857 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,117,060 | 8,451 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,510,857 | 8,092 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||