Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,805,368
+$122,109 QoQ
Shares Held
5,119
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,870
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Trust Investment Advisors holds $2,826,236 across 2 Home Improvement Retail names. HD ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,119 | $1,805,368 | |
| 2 | LOW |
Lowes Companies Inc
|
4,630 | $1,020,868 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,805,368 | 5,119 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,683,259 | 5,118 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,883,259 | 5,473 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,298,237 | 5,672 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,074,082 | 5,657 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,168,521 | 5,917 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,095,878 | 5,388 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,280,465 | 5,628 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,135,320 | 6,203 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,094,456 | 5,460 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,950,729 | 5,629 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,725,635 | 5,711 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,785,558 | 5,748 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,691,332 | 5,731 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,850,623 | 5,859 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $1,695,927 | 6,146 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,694,988 | 6,180 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,858,839 | 6,210 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,562,271 | 6,174 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,184,570 | 6,655 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,043,128 | 6,407 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,910,559 | 6,259 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,680,312 | 6,326 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,774,289 | 6,389 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,691,694 | 6,753 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,255,064 | 6,722 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||