Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$14,721,921
+$1,139,093 QoQ
Shares Held
41,743
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#640
of 4,079 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, 2026YHB Investment Advisors, Inc. holds $16,608,653 across 2 Home Improvement Retail names. HD ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
41,743 | $14,721,921 | |
| 2 | LOW |
Lowes Companies Inc
|
8,557 | $1,886,732 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,721,921 | 41,743 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $13,582,828 | 41,299 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,758,150 | 39,983 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $16,203,548 | 39,990 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $14,352,122 | 39,145 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $14,068,818 | 38,388 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,919,711 | 38,355 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $15,508,624 | 38,274 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $13,309,351 | 38,663 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $14,922,807 | 38,902 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $13,377,176 | 38,601 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $12,494,618 | 41,351 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $12,836,266 | 41,322 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,148,909 | 41,166 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $12,609,447 | 39,921 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $10,981,032 | 39,795 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $11,029,768 | 40,215 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $11,952,546 | 39,931 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $17,356,133 | 41,821 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $13,860,778 | 42,225 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $13,455,244 | 42,194 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $12,940,768 | 42,394 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $11,241,038 | 42,320 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $11,802,952 | 42,501 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $13,799,593 | 55,086 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $10,244,030 | 54,866 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||