Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,140,062
+$100,287 QoQ
Shares Held
6,068
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,737
of 4,083 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, 2026Klingman & Associates, LLC holds $3,676,436 across 2 Home Improvement Retail names. HD ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,068 | $2,140,062 | |
| 2 | LOW |
Lowes Companies Inc
|
6,968 | $1,536,374 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,140,062 | 6,068 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,039,775 | 6,202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,242,843 | 6,518 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,670,202 | 6,590 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,486,185 | 6,781 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,598,047 | 7,089 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,014,283 | 7,749 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,343,710 | 8,252 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,046,162 | 5,944 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,194,959 | 5,722 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,973,948 | 5,696 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,722,614 | 5,701 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,788,665 | 5,758 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,685,135 | 5,710 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,793,768 | 5,679 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,022,640 | 7,330 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,005,736 | 7,313 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,737,672 | 9,146 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,925,646 | 4,640 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,513,606 | 4,611 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,492,086 | 4,679 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,481,988 | 4,855 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,157,306 | 4,357 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,177,212 | 4,239 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $928,640 | 3,707 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $713,792 | 3,823 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||