Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,290,066
+$2,289,418 QoQ
Shares Held
102,898
-0.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#402
of 4,080 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $37,132,117 across 2 Home Improvement Retail names. HD ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
102,898 | $36,290,066 | |
| 2 | LOW |
Lowes Companies Inc
|
3,819 | $842,051 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,290,066 | 102,898 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $34,000,648 | 103,380 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $35,580,972 | 103,403 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $43,238,635 | 106,712 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $39,165,218 | 106,822 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $38,532,025 | 105,138 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $42,153,679 | 108,367 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $40,600,634 | 100,199 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $35,162,050 | 102,144 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $39,032,067 | 101,752 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $35,193,192 | 101,553 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $27,721,971 | 91,746 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $28,837,332 | 92,832 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $20,948,207 | 70,982 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $22,375,522 | 70,840 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $15,803,083 | 57,270 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $15,925,213 | 58,064 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $17,032,475 | 56,902 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,480,850 | 56,579 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,047,646 | 48,887 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,493,908 | 48,587 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $14,883,684 | 48,759 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,897,179 | 48,555 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $13,595,570 | 48,956 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $12,012,455 | 47,952 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $9,344,462 | 50,048 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||