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Equibles

Creative Planning

Position in HD — Home Depot, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to HD Full portfolio

Position in HD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$230,392,088
+$26,139,559 QoQ
Shares Held
653,261
+5.2% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#118
of 4,109 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)

Derivatives in HD

reported options exposure · as of Dec 31, 2025
CallValue
$0
CallShares
0
PutValue
$41,142
PutShares
10,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Home Improvement Retail

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $293,372,613 across 4 Home Improvement Retail names. HD ranks #1 (78.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HD
Home Depot, Inc.
This page 		653,261 $230,392,088
2 LOW
Lowes Companies Inc
 246,534 $54,358,281
3 FND
Floor & Decor Holdings, Inc.
 120,203 $7,135,250
4 HVT
Haverty Furniture Companies Inc
 58,245 $1,486,994

All Filings in HD

Export CSV
47 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $230,392,088 653,261
2026-03-31 $204,252,529 621,036
2025-12-31 $41,142 10,700
2025-12-31 $202,178,019 587,556
2025-09-30 $31,294 11,500
2025-09-30 $248,179,279 612,501
2025-06-30 $198,989,092 542,737
2025-06-30 $175,259 28,600
2025-03-31 $214,000 10,700
2025-03-31 $195,303,986 532,904
2024-12-31 $1,872 20,800
2024-12-31 $199,637,447 513,220
2024-09-30 $199,294,666 513,327
2024-06-30 $1,721 800
2024-06-30 $165,381,136 480,424
2024-03-31 $6,099,240 15,900
2024-03-31 $177,263,477 462,105
2023-12-31 $153,489,767 442,908
2023-12-31 $303 18,100
2023-09-30 $1,300 2,000
2023-09-30 $24,027 18,100
2023-09-30 $131,166,446 434,096
2023-06-30 $20,038 18,100
2023-06-30 $131,703,594 423,975
2023-03-31 $123,528,968 418,572
2023-03-31 $88,335 18,100
2022-12-31 $137,786,976 436,228
2022-09-30 $102,579,315 371,745
2022-06-30 $101,521,863 370,153
2022-06-30 $19,000 3,600
2022-03-31 $1,000 100
2022-03-31 $102,988,677 344,064
2021-12-31 $126,764,804 305,450
2021-09-30 $81,132,085 247,158
2021-06-30 $84,527,853 265,069
2021-03-31 $21,000 2,100
2021-03-31 $95,073,165 311,460
2021-03-31 $275,725 1,700
2020-12-31 $17,000 900
2020-12-31 $81,165,768 305,571
2020-12-31 $239,058 900
2020-09-30 $249,939 900
2020-09-30 $87,371,175 314,613
2020-06-30 $68,280,508 272,566
2020-06-30 $7,000 1,900
2020-03-31 $19,000 800
2020-03-31 $51,041,286 273,372