PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in HD — Home Depot, Inc.

CIK 1350660 FORT WAYNE, IN

Position in HD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$446,845

-$65,894 QoQ

Shares Held

1,267

-18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#3,122

of 4,083 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $446,845 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	1,267	$446,845

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,845	1,267	-18.7%	Shares	Sole	2026-08-03
2026-03-31	$512,739	1,559	+3.9%	Shares	Sole	2026-04-16
2025-12-31	$516,494	1,501	-5.7%	Shares	Sole	2026-01-26
2025-09-30	$645,062	1,592	+10.8%	Shares	Sole	2025-10-24
2025-06-30	$526,861	1,437	+13.5%	Shares	Sole	2025-07-30
2025-03-31	$463,976	1,266	+4.1%	Shares	Sole	2025-04-30
2024-12-31	$473,011	1,216	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$473,678	1,169	+3.8%	Shares	Sole	2024-11-07
2024-06-30	$387,614	1,126	-13.3%	Shares	Sole	2024-08-08
2024-03-31	$497,912	1,298	+4.7%	Shares	Sole	2024-04-23
2023-12-31	$429,722	1,240	+3.4%	Shares	Sole	2024-01-25
2023-09-30	$362,289	1,199	+11.8%	Shares	Sole	2023-11-09
2023-06-30	$333,006	1,072	+3.1%	Shares	Sole	2023-08-11
2023-03-31	$306,924	1,040	+5.2%	Shares	Sole	2023-05-08
2022-12-31	$312,385	989	+3.0%	Shares	Sole	2023-01-24
2022-09-30	$264,902	960	-29.3%	Shares	Sole	2022-11-08
2022-03-31	$406,490	1,358	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.