Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,996,016
+$256,363 QoQ
Shares Held
8,495
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,489
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026HCR Wealth Advisors holds $3,479,991 across 2 Home Improvement Retail names. HD ranks #1 (86.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,495 | $2,996,016 | |
| 2 | LOW |
Lowes Companies Inc
|
2,195 | $483,975 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,996,016 | 8,495 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,739,653 | 8,330 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,874,611 | 8,354 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,401,975 | 8,396 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $3,172,535 | 8,653 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,265,059 | 8,909 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,547,199 | 9,119 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,657,335 | 9,026 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,922,597 | 8,490 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,189,634 | 8,315 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,649,374 | 7,645 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,071,004 | 6,854 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,108,003 | 6,786 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,001,798 | 6,783 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,153,217 | 6,817 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,836,932 | 6,657 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,857,904 | 6,774 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,051,009 | 6,852 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,788,037 | 6,718 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,204,594 | 6,716 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,143,578 | 6,722 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,030,217 | 6,651 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,324,706 | 8,752 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,427,740 | 8,742 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,172,673 | 8,673 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,605,332 | 8,598 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||