Creative Planning

Position in HD — Home Depot, Inc.

CIK 1540235 OVERLAND PARK, KS

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Position in HD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$204,252,529

+$2,074,510 QoQ

Shares Held

621,036

+5.7% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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

CallShares

PutValue

$3,681,870

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 Mar 31, 2026

Creative Planning holds $272,394,863 across 4 Home Improvement Retail names. HD ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	621,036	$204,252,529
2	LOW	Lowes Companies Inc	275,669	$65,135,071
3	FND	Floor & Decor Holdings, Inc.	49,655	$2,522,474
4	HVT	Haverty Furniture Companies Inc	22,889	$484,789

All Filings in HD

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46 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$204,252,529	621,036	+5704.1%	Shares	Defined	2026-05-12
2025-12-31	$3,681,870	10,700	-98.2%	Put	Sole	2026-02-17
2025-12-31	$202,178,019	587,556	+5009.2%	Shares	Sole	2026-02-17
2025-09-30	$4,659,685	11,500	-98.1%	Put	Sole	2025-11-14
2025-09-30	$248,179,279	612,501	+12.9%	Shares	Defined	2025-11-14
2025-06-30	$198,989,092	542,737	+1797.7%	Shares	Defined	2025-08-08
2025-06-30	$10,485,904	28,600	+167.3%	Put	Sole	2025-08-08
2025-03-31	$3,921,443	10,700	-98.0%	Put	Sole	2025-05-15
2025-03-31	$195,303,986	532,904	+2462.0%	Shares	Sole	2025-05-15
2024-12-31	$8,090,992	20,800	-95.9%	Put	Sole	2025-02-14
2024-12-31	$199,637,447	513,220	-0.0%	Shares	Sole	2025-02-14
2024-09-30	$208,000,100	513,327	+64065.9%	Shares	Sole	2024-10-11
2024-06-30	$275,392	800	-99.8%	Put	Sole	2024-08-15
2024-06-30	$165,381,136	480,424	+2921.5%	Shares	Defined	2024-08-15
2024-03-31	$6,099,240	15,900	-96.6%	Put	Sole	2024-05-13
2024-03-31	$177,263,477	462,105	+4.3%	Shares	Defined	2024-05-13
2023-12-31	$153,489,767	442,908	+2347.0%	Shares	Defined	2024-02-14
2023-12-31	$6,272,555	18,100	+805.0%	Put	Sole	2024-02-14
2023-09-30	$604,320	2,000	-89.0%	Call	Sole	2023-11-16
2023-09-30	$5,469,096	18,100	-95.8%	Put	Sole	2023-11-16
2023-09-30	$131,166,446	434,096	+2298.3%	Shares	Defined	2023-11-16
2023-06-30	$5,622,584	18,100	-95.7%	Put	Sole	2023-07-21
2023-06-30	$131,703,594	423,975	+1.3%	Shares	Sole	2023-07-21
2023-03-31	$123,528,968	418,572	+2212.6%	Shares	Sole	2023-05-15
2023-03-31	$5,341,672	18,100	-95.9%	Put	Sole	2023-05-15
2022-12-31	$137,786,976	436,228	+17.3%	Shares	Sole	2023-02-10
2022-09-30	$102,579,315	371,745	+0.4%	Shares	Sole	2022-11-03
2022-06-30	$101,521,863	370,153	+10182.0%	Shares	Sole	2022-08-15
2022-06-30	$987,372	3,600	+3500.0%	Put	Sole	2022-08-15
2022-03-31	$29,933	100	-100.0%	Call	Sole	2022-05-16
2022-03-31	$102,988,677	344,064	+12.6%	Shares	Sole	2022-05-16
2021-12-31	$126,764,804	305,450	+23.6%	Shares	Sole	2022-02-11
2021-09-30	$81,132,085	247,158	-6.8%	Shares	Sole	2021-11-10
2021-06-30	$84,527,853	265,069	+12522.3%	Shares	Sole	2021-08-04
2021-03-31	$641,025	2,100	-99.3%	Call	Sole	2021-04-30
2021-03-31	$95,073,165	311,460	+18221.2%	Shares	Sole	2021-04-30
2021-03-31	$518,925	1,700	+88.9%	Put	Sole	2021-04-30
2020-12-31	$239,058	900	-99.7%	Call	Sole	2021-01-29
2020-12-31	$81,165,768	305,571	+33852.3%	Shares	Sole	2021-01-29
2020-12-31	$239,058	900	0.0%	Put	Sole	2021-01-29
2020-09-30	$249,939	900	-99.7%	Put	Sole	2020-11-05
2020-09-30	$87,371,175	314,613	+15.4%	Shares	Sole	2020-11-05
2020-06-30	$68,280,508	272,566	+14245.6%	Shares	Sole	2020-07-23
2020-06-30	$475,969	1,900	+137.5%	Put	Sole	2020-07-23
2020-03-31	$149,368	800	-99.7%	Put	Sole	2020-05-05
2020-03-31	$51,041,286	273,372	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.