BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in HD — Home Depot, Inc.

CIK 1654599 MORRISTOWN, NJ

Position in HD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,324,009

-$10,957,381 QoQ

Shares Held

9,425

-78.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,407

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $4,608,370 across 3 Home Improvement Retail names. HD ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	9,425	$3,324,009
2	LOW	Lowes Companies Inc	5,814	$1,281,928
3	FND	Floor & Decor Holdings, Inc.	41	$2,433

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,324,009	9,425	-78.3%	Shares	Sole	2026-07-08
2026-03-31	$14,281,390	43,423	-45.4%	Shares	Sole	2026-04-14
2025-12-31	$27,368,337	79,536	-2.8%	Shares	Sole	2026-01-16
2025-09-30	$33,147,378	81,807	+1.0%	Shares	Sole	2025-10-16
2025-06-30	$29,703,339	81,015	-4.0%	Shares	Sole	2025-07-15
2025-03-31	$30,929,190	84,393	+6.1%	Shares	Sole	2025-05-06
2024-12-31	$30,946,488	79,556	+1.4%	Shares	Sole	2025-01-17
2024-09-30	$31,775,784	78,420	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$27,232,137	79,108	-18.6%	Shares	Sole	2024-08-14
2024-03-31	$37,257,150	97,125	-1.4%	Shares	Sole	2024-05-09
2023-12-31	$34,120,966	98,459	+0.0%	Shares	Sole	2024-02-12
2023-09-30	$29,746,141	98,445	+1.3%	Shares	Sole	2023-10-31
2023-06-30	$30,188,927	97,183	-1.9%	Shares	Sole	2023-07-21
2023-03-31	$29,233,996	99,058	-2.1%	Shares	Sole	2023-05-04
2022-12-31	$31,949,239	101,150	+0.6%	Shares	Sole	2023-01-13
2022-09-30	$27,747,698	100,557	-0.9%	Shares	Sole	2022-10-20
2022-06-30	$27,817,834	101,425	+0.8%	Shares	Sole	2022-07-21
2022-03-31	$30,132,353	100,666	+1.0%	Shares	Sole	2022-05-12
2021-12-31	$41,354,501	99,647	-0.9%	Shares	Sole	2022-02-04
2021-09-30	$32,991,771	100,505	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$31,731,468	99,506	-0.8%	Shares	Sole	2021-08-02
2021-03-31	$30,624,206	100,325	-2.0%	Shares	Sole	2021-05-21
2020-12-31	$27,201,878	102,409	+0.9%	Shares	Sole	2021-02-08
2020-09-30	$28,180,899	101,476	-1.1%	Shares	Sole	2020-10-29
2020-06-30	$25,715,853	102,654	-0.6%	Shares	Sole	2020-07-28
2020-03-31	$19,277,807	103,250	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.