Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799,878
+$88,489 QoQ
Shares Held
2,268
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,577
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Capstone Financial Advisors, Inc. holds $1,007,800 across 2 Home Improvement Retail names. HD ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,268 | $799,878 | |
| 2 | LOW |
Lowes Companies Inc
|
943 | $207,922 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,878 | 2,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $711,389 | 2,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $738,438 | 2,146 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $873,184 | 2,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $444,734 | 1,213 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $443,086 | 1,209 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $461,731 | 1,187 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,545 | 1,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $350,092 | 1,017 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $388,586 | 1,013 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $412,741 | 1,191 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $407,613 | 1,349 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $310,329 | 999 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $314,893 | 1,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $341,760 | 1,082 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $664,187 | 2,407 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $571,030 | 2,082 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $619,912 | 2,071 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $856,165 | 2,063 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $806,863 | 2,458 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $366,723 | 1,150 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $211,843 | 694 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $313,812 | 1,130 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $283,076 | 1,130 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $210,982 | 1,130 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||