Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$823,155
+$46,317 QoQ
Shares Held
2,334
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,552
of 4,086 holders
Holding Since
Dec 2025
3 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, 2026Bernicke Wealth Management, Ltd. holds $2,000,571 across 2 Home Improvement Retail names. HD ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
5,340 | $1,177,416 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,334 | $823,155 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,155 | 2,334 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $776,838 | 2,362 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $824,463 | 2,396 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||