Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$302,210,431
+$46,568,511 QoQ
Shares Held
856,897
+10.2% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#92
of 4,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 12%
None 21%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Mar 31, 2026CallValue
$65,778
CallShares
200
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, 2026Cerity Partners LLC holds $356,430,141 across 3 Home Improvement Retail names. HD ranks #1 (84.8% of the industry book) .
All Filings in HD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,210,431 | 856,897 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,641,920 | 777,287 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $65,778 | 200 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $262,131,938 | 761,790 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $308,964,668 | 762,518 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $277,014,852 | 755,550 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $266,187,917 | 726,317 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $244,422,255 | 628,351 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $273,054,555 | 673,876 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $203,037,571 | 589,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $256,651,799 | 669,061 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $194,339,348 | 560,783 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $135,787,984 | 449,391 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $186,821,381 | 601,408 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $173,013,509 | 586,248 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $179,987,767 | 569,834 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $88,547,490 | 320,894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,196,455 | 321,568 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $53,007,451 | 177,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $70,506,878 | 169,892 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $48,839,179 | 148,782 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $46,545,503 | 145,961 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $47,978,584 | 157,178 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $28,421,340 | 107,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $29,023,472 | 104,510 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,507,713 | 49,929 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,332,643 | 33,917 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||