Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,009,893
+$9,815,061 QoQ
Shares Held
85,091
+38.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#433
of 4,020 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,738,408
PutShares
10,600
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, 2026Aptus Capital Advisors, LLC holds $43,108,983 across 2 Home Improvement Retail names. HD ranks #1 (69.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
85,091 | $30,009,893 | |
| 2 | LOW |
Lowes Companies Inc
|
59,409 | $13,099,090 |
All Filings in HD
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,738,408 | 10,600 | Put | Sole | 2026-08-12 | |
| 2026-06-30 | $30,009,893 | 85,091 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,194,832 | 61,403 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $3,647,460 | 10,600 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $16,430,086 | 47,748 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,098,639 | 49,603 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $4,295,014 | 10,600 | Put | Sole | 2025-11-12 | |
| 2025-06-30 | $40,290,069 | 109,890 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,992,954 | 38,181 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,474,224 | 34,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,421,271 | 20,783 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,272,052 | 18,220 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,038,292 | 18,348 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,203,447 | 15,015 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,883,811 | 16,163 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $13,886,539 | 44,703 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,873,457 | 50,398 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,260,460 | 48,314 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,844,454 | 46,548 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $12,827,881 | 46,771 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $15,129,335 | 50,544 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,763,913 | 40,394 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $12,076,028 | 36,788 | Shares | Sole | 2021-10-27 | |
| 2021-09-30 | $114,891,000 | 350,000 | Call | Sole | 2021-10-27 | |
| 2021-06-30 | $10,368,707 | 32,515 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,871,175 | 29,062 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $10,359,711 | 39,002 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $27,890,100 | 105,000 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $8,738,145 | 31,465 | Shares | Sole | 2020-10-19 | |
| 2020-09-30 | $17,356,875 | 62,500 | Call | Sole | 2020-10-19 | |
| 2020-06-30 | $8,516,087 | 33,995 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $6,209,601 | 33,258 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||