Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,773,171
+$329,210 QoQ
Shares Held
13,534
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,182
of 4,086 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, 2026Essex Financial Services, Inc. holds $6,176,369 across 2 Home Improvement Retail names. HD ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,534 | $4,773,171 | |
| 2 | LOW |
Lowes Companies Inc
|
6,364 | $1,403,198 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,773,171 | 13,534 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,443,961 | 13,512 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,622,295 | 13,433 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,132,946 | 12,668 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $4,937,174 | 13,466 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $4,676,412 | 12,760 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $5,363,394 | 13,788 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $5,633,900 | 13,904 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $6,907,175 | 20,065 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $6,366,609 | 16,597 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,653,963 | 16,315 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,002,560 | 16,556 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,148,858 | 16,575 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,996,971 | 16,932 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,356,669 | 16,959 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,725,196 | 17,124 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,570,161 | 16,663 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,022,757 | 16,780 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,074,260 | 17,046 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,547,922 | 16,901 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,497,943 | 14,105 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,305,551 | 14,105 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,038,752 | 15,205 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,016,797 | 14,464 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,387,360 | 9,530 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,728,766 | 14,615 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||