Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$16,462,397
+$1,478,498 QoQ
Shares Held
46,678
+2.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#599
of 4,083 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)
Derivatives in HD
reported options exposure · as of Sep 30, 2020CallValue
$5,000
CallShares
1,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $18,181,557 across 2 Home Improvement Retail names. HD ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
46,678 | $16,462,397 | |
| 2 | LOW |
Lowes Companies Inc
|
7,797 | $1,719,160 |
All Filings in HD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,462,397 | 46,678 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $14,983,899 | 45,559 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $14,609,797 | 42,458 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $18,604,704 | 45,916 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $16,356,177 | 44,611 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $15,672,211 | 42,763 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,866,902 | 40,790 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,930,471 | 41,783 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $14,552,401 | 42,274 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,838,844 | 41,290 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $14,101,812 | 40,692 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,340,522 | 27,603 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $8,161,444 | 26,273 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,690,827 | 26,060 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,809,638 | 24,725 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $6,678,851 | 24,204 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $7,373,748 | 26,885 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,320,115 | 24,455 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $10,049,052 | 24,214 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,453,799 | 22,707 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,448,951 | 23,359 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,181,616 | 23,527 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,506,036 | 20,729 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,000 | 1,300 | Call | Sole | 2020-10-27 | |
| 2020-09-30 | $5,538,925 | 19,945 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,245,643 | 16,948 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,555,499 | 13,687 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||