Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$902,508
+$130,604 QoQ
Shares Held
2,559
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,461
of 4,086 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, 2026HEADINVEST, LLC holds $1,201,051 across 2 Home Improvement Retail names. HD ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,559 | $902,508 | |
| 2 | LOW |
Lowes Companies Inc
|
1,354 | $298,543 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,508 | 2,559 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $771,904 | 2,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $784,892 | 2,281 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $994,741 | 2,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $856,104 | 2,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,212,715 | 3,309 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,538,455 | 3,955 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,436,434 | 3,545 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,247,525 | 3,624 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,473,791 | 3,842 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $1,297,136 | 3,743 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,113,761 | 3,686 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,110,227 | 3,574 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $985,405 | 3,339 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,085,926 | 3,438 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $950,889 | 3,446 | Shares | Sole | 2022-12-28 | |
| 2022-06-30 | $938,003 | 3,420 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $971,325 | 3,245 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,329,277 | 3,203 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,049,775 | 3,198 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,427,032 | 4,475 | Shares | Sole | 2021-08-30 | |
| 2021-03-31 | $1,354,699 | 4,438 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,178,821 | 4,438 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,194,153 | 4,300 | Shares | Sole | 2020-11-24 | |
| 2020-06-30 | $1,021,329 | 4,077 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $730,409 | 3,912 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||