Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,624,340
-$659,935 QoQ
Shares Held
13,112
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,202
of 4,086 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, 2026Avior Wealth Management, LLC holds $5,463,524 across 2 Home Improvement Retail names. HD ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,112 | $4,624,340 | |
| 2 | LOW |
Lowes Companies Inc
|
3,806 | $839,184 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,624,340 | 13,112 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,284,275 | 16,067 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,551,365 | 16,133 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,609,054 | 16,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,921,969 | 16,152 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,000,907 | 16,374 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,593,380 | 16,950 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,379,907 | 18,213 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,305,788 | 18,318 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,521,245 | 19,607 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,826,891 | 16,814 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,197,454 | 17,201 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,251,679 | 16,906 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,838,197 | 16,394 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,869,929 | 15,418 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,251,407 | 15,407 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,131,877 | 15,065 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,463,309 | 14,911 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,971,993 | 14,390 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,911,426 | 14,962 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,012,911 | 12,584 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,336,687 | 10,931 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,866,571 | 10,792 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,031,482 | 10,916 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,436,209 | 9,725 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,781,213 | 9,540 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||