Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$261,688
+$17,981 QoQ
Shares Held
742
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,635
of 4,083 holders
Holding Since
Dec 2020
23 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, 2026Mascoma Wealth Management LLC holds $276,774 across 3 Home Improvement Retail names. HD ranks #1 (94.5% of the industry book) .
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,688 | 742 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $243,707 | 741 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,666 | 743 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $366,696 | 905 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $331,809 | 905 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $340,469 | 929 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $371,874 | 956 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $371,973 | 918 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $316,012 | 918 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $352,144 | 918 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $322,638 | 931 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $304,275 | 1,007 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $231,737 | 746 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $243,474 | 825 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $305,436 | 967 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $409,770 | 1,485 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $406,742 | 1,483 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $427,143 | 1,427 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $468,546 | 1,129 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $308,236 | 939 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $304,221 | 954 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $270,451 | 886 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $224,714 | 846 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||