Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$427,448
+$29,820 QoQ
Shares Held
1,212
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#3,167
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Moisand Fitzgerald Tamayo, LLC holds $483,231 across 2 Home Improvement Retail names. HD ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,212 | $427,448 | |
| 2 | LOW |
Lowes Companies Inc
|
253 | $55,783 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,448 | 1,212 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $397,628 | 1,209 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $424,619 | 1,234 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $472,856 | 1,167 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $466,366 | 1,272 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $466,175 | 1,272 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $590,486 | 1,518 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $672,226 | 1,659 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $652,679 | 1,896 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $715,797 | 1,866 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $654,286 | 1,888 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $652,363 | 2,159 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $653,897 | 2,105 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $650,739 | 2,205 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $906,518 | 2,870 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $792,775 | 2,873 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $765,213 | 2,790 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $464,260 | 1,551 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,143,352 | 2,755 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $881,049 | 2,684 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $813,488 | 2,551 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $771,061 | 2,526 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $840,952 | 3,166 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $877,285 | 3,159 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $791,361 | 3,159 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $601,766 | 3,223 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||