Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,475,854
+$192,954 QoQ
Shares Held
32,539
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#735
of 4,086 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)
Derivatives in HD
reported options exposure · as of Mar 31, 2026CallValue
$131,556
CallShares
400
PutValue
$0
PutShares
0
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, 2026OneDigital Investment Advisors LLC holds $16,177,362 across 2 Home Improvement Retail names. HD ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
32,539 | $11,475,854 | |
| 2 | LOW |
Lowes Companies Inc
|
21,323 | $4,701,508 |
All Filings in HD
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,475,854 | 32,539 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $131,556 | 400 | Call | Sole | 2026-05-08 | |
| 2026-03-31 | $11,282,900 | 34,306 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,854,887 | 37,358 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,999,684 | 24,679 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,985,246 | 24,507 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,128,468 | 30,365 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,217,786 | 31,409 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,637,411 | 33,656 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $11,951,324 | 34,718 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,979,015 | 28,621 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,285,257 | 29,679 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,911,604 | 29,493 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,574,906 | 27,604 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,036,411 | 27,231 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,140,343 | 25,772 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,459,755 | 23,410 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,585,233 | 20,364 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,265,275 | 20,931 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,174,691 | 17,288 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $5,668,392 | 17,268 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,036,866 | 15,795 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,332,718 | 14,194 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,862,645 | 14,542 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-10-09 | |
| 2020-09-30 | $4,172,036 | 15,023 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,218,837 | 16,841 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,061,483 | 16,397 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||