Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$348,095
+$1,987 QoQ
Shares Held
987
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,358
of 4,083 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $642,669 across 2 Home Improvement Retail names. HD ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
987 | $348,095 | |
| 2 | LOW |
Lowes Companies Inc
|
1,336 | $294,574 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,095 | 987 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $346,108 | 944 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $80,520 | 207 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $83,876 | 207 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||