Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,282,192
+$23,047 QoQ
Shares Held
6,471
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,671
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Summit Global Investments holds $2,615,572 across 2 Home Improvement Retail names. HD ranks #1 (87.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,471 | $2,282,192 | |
| 2 | LOW |
Lowes Companies Inc
|
1,512 | $333,380 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,282,192 | 6,471 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,259,145 | 6,869 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,985,411 | 8,676 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,958,786 | 31,982 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,947,782 | 54,407 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,708,924 | 37,406 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $7,434,765 | 19,113 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,522,032 | 11,160 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,019,329 | 8,771 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,725,861 | 7,106 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,837,718 | 25,502 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,133,704 | 3,752 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,002,745 | 3,228 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $406,970 | 1,379 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $397,983 | 1,260 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $345,752 | 1,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,111 | 1,251 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $387,033 | 1,293 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $493,861 | 1,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $448,731 | 1,367 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $435,603 | 1,366 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $448,412 | 1,469 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $316,087 | 1,190 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $255,770 | 921 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $445,907 | 1,780 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $303,403 | 1,625 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||