Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,102,069
-$2,641,142 QoQ
Shares Held
17,302
-34.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,022
of 4,083 holders
Holding Since
Mar 2022
14 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, 2026Phoenix Financial Ltd. holds $7,440,222 across 2 Home Improvement Retail names. HD ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
17,302 | $6,102,069 | |
| 2 | LOW |
Lowes Companies Inc
|
6,069 | $1,338,153 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102,069 | 17,302 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,743,211 | 26,584 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,055,978 | 29,224 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,671,920 | 33,742 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,755,231 | 37,517 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,331,504 | 30,919 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,463,238 | 32,040 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,981,629 | 19,698 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,407,614 | 6,994 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,474,219 | 6,450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $738,844 | 2,132 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,519,049 | 5,505 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,684,839 | 6,143 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,545,440 | 5,163 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||