Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,963,859
+$2,246,012 QoQ
Shares Held
42,429
+9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#630
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)
Derivatives in HD
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$592,002
PutShares
1,800
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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,238,200 across 2 Home Improvement Retail names. HD ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
42,429 | $14,963,859 | |
| 2 | LOW |
Lowes Companies Inc
|
23,921 | $5,274,341 |
All Filings in HD
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50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,963,859 | 42,429 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $592,002 | 1,800 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $12,717,847 | 38,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,990,417 | 40,658 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $619,380 | 1,800 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $15,697,870 | 38,742 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $729,342 | 1,800 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $659,952 | 1,800 | Put | Sole | 2025-08-05 | |
| 2025-06-30 | $14,337,090 | 39,104 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $659,682 | 1,800 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $14,290,544 | 38,993 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $700,182 | 1,800 | Put | Sole | 2025-02-06 | |
| 2024-12-31 | $13,848,432 | 35,601 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,123,651 | 34,856 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $769,880 | 1,900 | Put | Sole | 2024-10-31 | |
| 2024-06-30 | $12,562,006 | 36,492 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $654,056 | 1,900 | Put | Sole | 2024-08-05 | |
| 2024-03-31 | $1,380,960 | 3,600 | Put | Sole | 2024-04-30 | |
| 2024-03-31 | $14,688,427 | 38,291 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $589,135 | 1,700 | Put | Sole | 2024-02-05 | |
| 2023-12-31 | $11,768,491 | 33,959 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,812,960 | 6,000 | Put | Sole | 2023-10-24 | |
| 2023-09-30 | $9,716,861 | 32,158 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,892,020 | 31,844 | Shares | Sole | 2023-08-04 | |
| 2023-06-30 | $1,863,840 | 6,000 | Put | Sole | 2023-08-04 | |
| 2023-03-31 | $1,475,600 | 5,000 | Put | Sole | 2023-04-07 | |
| 2023-03-31 | $7,730,373 | 26,194 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $8,608,764 | 27,255 | Shares | Sole | 2023-02-02 | |
| 2022-12-31 | $31,586 | 100 | Call | Sole | 2023-02-02 | |
| 2022-12-31 | $2,368,950 | 7,500 | Put | Sole | 2023-02-02 | |
| 2022-09-30 | $1,931,580 | 7,000 | Put | Sole | 2022-10-12 | |
| 2022-09-30 | $27,594 | 100 | Call | Sole | 2022-10-12 | |
| 2022-09-30 | $7,427,201 | 26,916 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $959,945 | 3,500 | Put | Sole | 2022-07-27 | |
| 2022-06-30 | $27,427 | 100 | Call | Sole | 2022-07-27 | |
| 2022-06-30 | $7,163,109 | 26,117 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,256,357 | 24,242 | Shares | Sole | 2022-04-25 | |
| 2022-03-31 | $1,047,655 | 3,500 | Put | Sole | 2022-04-25 | |
| 2021-12-31 | $1,452,535 | 3,500 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $10,113,378 | 24,369 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,943,563 | 24,199 | Shares | Sole | 2021-11-05 | |
| 2021-09-30 | $1,083,258 | 3,300 | Put | Sole | 2021-11-05 | |
| 2021-06-30 | $1,052,337 | 3,300 | Put | Sole | 2021-08-10 | |
| 2021-06-30 | $8,295,285 | 26,013 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,221,000 | 4,000 | Call | Sole | 2021-05-10 | |
| 2021-03-31 | $8,355,913 | 27,374 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,938,525 | 26,122 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $6,915,256 | 24,901 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $6,249,472 | 24,947 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $4,045,258 | 21,666 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||