Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,193,469
+$23,279 QoQ
Shares Held
3,384
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,203
of 4,083 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, 2026Westover Capital Advisors, LLC holds $1,193,469 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
|
3,384 | $1,193,469 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,469 | 3,384 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,170,190 | 3,558 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,213,640 | 3,527 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,431,131 | 3,532 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,314,404 | 3,585 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,323,395 | 3,611 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,412,033 | 3,630 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,491,136 | 3,680 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,284,703 | 3,732 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $970,124 | 2,529 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $883,009 | 2,548 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $734,550 | 2,431 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $825,681 | 2,658 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,959,596 | 6,640 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $2,056,880 | 6,512 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $1,809,062 | 6,556 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,886,429 | 6,878 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,176,428 | 7,271 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,177,731 | 7,657 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,697,640 | 8,218 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,635,306 | 8,264 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,606,835 | 8,540 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,330,815 | 8,775 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,467,453 | 8,885 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $2,481,301 | 9,905 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,185,067 | 11,703 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||