Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,107,110
+$102,043 QoQ
Shares Held
8,810
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,458
of 4,083 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)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Shepherd Financial Partners LLC holds $3,470,036 across 2 Home Improvement Retail names. HD ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,810 | $3,107,110 | |
| 2 | LOW |
Lowes Companies Inc
|
1,646 | $362,926 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,107,110 | 8,810 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,005,067 | 9,137 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,284,434 | 9,545 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,868,348 | 9,547 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,501,045 | 9,549 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,483,487 | 9,505 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,641,335 | 9,361 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,744,048 | 9,240 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,137,747 | 9,115 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,495,363 | 9,112 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,134,891 | 9,046 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,705,842 | 8,955 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,343,157 | 7,543 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,180,051 | 7,387 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,240,079 | 7,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,937,926 | 7,023 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,852,145 | 6,753 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,091,718 | 6,988 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,568,015 | 11,007 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,510,740 | 10,695 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,385,017 | 10,615 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,232,292 | 10,589 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,623,794 | 9,878 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,590,478 | 9,328 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,270,121 | 9,062 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,686,738 | 9,034 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||