Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,905,778
+$1,236,024 QoQ
Shares Held
13,910
+24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,156
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$105,804
CallShares
300
PutValue
$0
PutShares
0
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, 2026Chicago Partners Investment Group LLC holds $5,667,129 across 2 Home Improvement Retail names. HD ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,910 | $4,905,778 | |
| 2 | LOW |
Lowes Companies Inc
|
3,453 | $761,351 |
All Filings in HD
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,905,778 | 13,910 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $105,804 | 300 | Call | Sole | 2026-07-30 | |
| 2026-03-31 | $98,667 | 300 | Call | Sole | 2026-05-04 | |
| 2026-03-31 | $3,669,754 | 11,158 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,615,802 | 10,508 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,676,702 | 11,542 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,981,710 | 10,860 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,779,244 | 10,312 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,873,858 | 7,388 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,865,979 | 7,073 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,436,874 | 7,079 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,461,177 | 6,416 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,175,294 | 6,277 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,847,708 | 6,115 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,577,740 | 5,079 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,586,565 | 5,376 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,515,180 | 4,797 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,315,130 | 4,766 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $900,702 | 3,284 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $889,309 | 2,971 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,314,336 | 3,167 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $986,749 | 3,006 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $915,214 | 2,870 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $811,965 | 2,660 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $626,331 | 2,358 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $717,602 | 2,584 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $577,926 | 2,307 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $395,451 | 2,118 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||