Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,129,177
+$251,236 QoQ
Shares Held
11,708
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,275
of 4,083 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, 2026Valmark Advisers, Inc. holds $6,598,444 across 2 Home Improvement Retail names. HD ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,708 | $4,129,177 | |
| 2 | LOW |
Lowes Companies Inc
|
11,199 | $2,469,267 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,129,177 | 11,708 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,877,941 | 11,791 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,073,111 | 11,837 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,813,657 | 11,880 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,351,650 | 11,869 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,316,152 | 11,777 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,686,551 | 12,048 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,678,439 | 11,546 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,788,016 | 11,004 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,703,274 | 9,654 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,180,982 | 9,179 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,714,001 | 8,982 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,626,771 | 8,456 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,661,097 | 9,017 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,824,420 | 8,942 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,434,066 | 8,821 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,403,702 | 8,764 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,719,413 | 9,085 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,696,909 | 8,908 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,026,885 | 9,221 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,919,756 | 9,156 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,706,957 | 8,868 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,958,681 | 7,374 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $795,916 | 2,866 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $787,603 | 3,144 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $605,500 | 3,243 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||