Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,151,541
+$601,563 QoQ
Shares Held
28,784
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#782
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Mutual Advisors, LLC holds $12,514,091 across 2 Home Improvement Retail names. HD ranks #1 (81.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
28,784 | $10,151,541 | |
| 2 | LOW |
Lowes Companies Inc
|
10,715 | $2,362,550 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,151,541 | 28,784 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,549,978 | 29,037 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,920,058 | 28,829 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,806,417 | 26,670 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,621,366 | 26,242 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,115,339 | 24,872 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,381,847 | 29,260 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,594,021 | 31,081 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,059,742 | 32,128 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,129,341 | 26,406 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,167,430 | 29,339 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,602,495 | 28,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,004,832 | 28,988 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,305,562 | 28,143 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $8,693,730 | 27,524 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $7,440,998 | 26,966 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,726,209 | 20,878 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,073,106 | 20,289 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,019,412 | 21,733 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,888,207 | 20,984 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,446,999 | 20,217 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,510,373 | 18,052 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,868,548 | 18,329 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,601,688 | 20,171 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,817,808 | 19,232 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,419,574 | 12,959 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||