Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,779,975
+$113,161 QoQ
Shares Held
5,047
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,876
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $2,312,237 across 2 Home Improvement Retail names. HD ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,047 | $1,779,975 | |
| 2 | LOW |
Lowes Companies Inc
|
2,414 | $532,262 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,975 | 5,047 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,666,814 | 5,068 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,869,495 | 5,433 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $2,248,399 | 5,549 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,905,794 | 5,198 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,891,821 | 5,162 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,995,907 | 5,131 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,098,125 | 5,178 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,728,429 | 5,021 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,912,246 | 4,985 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,734,136 | 5,004 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,554,008 | 5,143 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,594,825 | 5,134 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,488,585 | 5,044 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,576,457 | 4,991 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,372,525 | 4,974 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,360,653 | 4,961 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,595,129 | 5,329 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $2,163,862 | 5,214 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,757,832 | 5,355 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,677,361 | 5,260 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,200,544 | 17,037 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $4,525,367 | 17,037 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,783,277 | 17,224 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,969,867 | 19,839 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $780,447 | 4,180 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||