Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,495,611
+$222,344 QoQ
Shares Held
12,747
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,217
of 4,083 holders
Holding Since
Dec 2021
14 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, 2026Retirement Planning Group, LLC holds $5,965,176 across 2 Home Improvement Retail names. HD ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
12,747 | $4,495,611 | |
| 2 | LOW |
Lowes Companies Inc
|
6,665 | $1,469,565 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,495,611 | 12,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,273,267 | 12,993 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,553,475 | 13,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,045,020 | 12,451 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,865,830 | 5,089 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,703,812 | 4,649 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,824,363 | 4,690 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,773,965 | 4,378 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $729,444 | 2,119 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $340,636 | 888 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $258,872 | 747 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $263,743 | 835 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $227,650 | 825 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $219,955 | 530 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||