Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,036
+$109,908 QoQ
Shares Held
984
+36.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,361
of 4,083 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $358,721 across 2 Home Improvement Retail names. HD ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
984 | $347,036 | |
| 2 | LOW |
Lowes Companies Inc
|
53 | $11,685 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,036 | 984 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $237,128 | 721 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $211,277 | 614 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $201,378 | 497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $264,347 | 721 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $273,035 | 745 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $298,744 | 768 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $328,617 | 811 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $279,178 | 811 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $311,099 | 811 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $281,052 | 811 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $245,051 | 811 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $211,545 | 681 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $200,976 | 681 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $215,100 | 681 | Shares | Sole | 2024-04-25 | |
| 2022-06-30 | $392,480 | 1,431 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $203,843 | 681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $273,491 | 659 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $478,931 | 1,459 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,148 | 659 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $237,789 | 779 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||