Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,043,724
+$544,200 QoQ
Shares Held
19,972
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#950
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Westbourne Investment Advisors, Inc. holds $8,425,093 across 2 Home Improvement Retail names. HD ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
19,972 | $7,043,724 | |
| 2 | LOW |
Lowes Companies Inc
|
6,265 | $1,381,369 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,043,724 | 19,972 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,499,524 | 19,762 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,730,940 | 19,561 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,919,438 | 19,545 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,610,519 | 18,030 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,576,663 | 17,945 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,889,012 | 17,710 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,977,544 | 17,220 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,823,852 | 16,918 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,482,072 | 16,898 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,740,600 | 16,565 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,960,862 | 16,418 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,138,296 | 16,541 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,799,241 | 16,262 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,197,476 | 16,455 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,613,164 | 16,718 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,609,381 | 16,806 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,977,259 | 16,628 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $6,992,503 | 16,849 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,564,007 | 16,950 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,407,736 | 16,958 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,161,167 | 16,908 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,209,811 | 15,849 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $4,641,644 | 16,714 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,315,786 | 17,228 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $3,386,172 | 18,136 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||