Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,158,906
-$154,351 QoQ
Shares Held
3,286
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,226
of 4,079 holders
Holding Since
Mar 2020
26 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, 2026Capital Advisors, Ltd. LLC holds $1,736,148 across 2 Home Improvement Retail names. HD ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,286 | $1,158,906 | |
| 2 | LOW |
Lowes Companies Inc
|
2,618 | $577,242 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158,906 | 3,286 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,313,257 | 3,993 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,393,260 | 4,049 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,903,582 | 4,698 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,007,526 | 2,748 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,065,386 | 2,907 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,125,737 | 2,894 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,170,622 | 2,889 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,026,867 | 2,983 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,115,892 | 2,909 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $985,241 | 2,843 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $855,112 | 2,830 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $868,860 | 2,797 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $602,635 | 2,042 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $661 | 2,703 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $715,788 | 2,594 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $691,160 | 2,520 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $726,773 | 2,428 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $837,490 | 2,018 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $398,179 | 1,213 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $386,813 | 1,213 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $187,118 | 613 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $162,825 | 613 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $170,236 | 613 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $153,562 | 613 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $114,453 | 613 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||