Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,090,887
+$451,545 QoQ
Shares Held
8,764
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#1,468
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, 2026Summit Asset Management, LLC holds $3,355,475 across 2 Home Improvement Retail names. HD ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,764 | $3,090,887 | |
| 2 | LOW |
Lowes Companies Inc
|
1,200 | $264,588 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090,887 | 8,764 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,639,342 | 8,025 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,676,409 | 7,778 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,158,861 | 7,796 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,827,161 | 7,711 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,513,388 | 6,858 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,283,760 | 5,871 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,338,409 | 5,771 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,700,889 | 4,941 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,431,211 | 3,731 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,223,321 | 3,530 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,033,991 | 3,422 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,080,095 | 3,477 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,028,198 | 3,484 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,102,667 | 3,491 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $954,752 | 3,460 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $935,260 | 3,410 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $979,407 | 3,272 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,308,111 | 3,152 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $964,099 | 2,937 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $915,533 | 2,871 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $786,629 | 2,577 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $647,050 | 2,436 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $665,948 | 2,398 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $446,158 | 1,781 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $373,606 | 2,001 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||