Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,146,002
+$534,327 QoQ
Shares Held
20,262
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#941
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, 2026Sterling Investment Advisors, Ltd. holds $9,838,184 across 2 Home Improvement Retail names. HD ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
20,262 | $7,146,002 | |
| 2 | LOW |
Lowes Companies Inc
|
12,210 | $2,692,182 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,146,002 | 20,262 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,611,675 | 20,103 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,015,166 | 20,387 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,260,203 | 20,386 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $7,349,665 | 20,046 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,221,318 | 19,704 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,589,583 | 19,511 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,921,660 | 19,550 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,884,455 | 19,999 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,728,772 | 20,148 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,127,840 | 20,568 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,569,562 | 21,742 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,072,030 | 22,766 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,703,355 | 22,714 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,374,673 | 17,016 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,716,366 | 17,092 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,615,964 | 16,830 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,163,380 | 13,909 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,099,294 | 7,468 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,434,704 | 7,417 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,334,593 | 7,321 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,254,576 | 7,386 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,917,510 | 7,219 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,108,652 | 7,593 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,935,690 | 7,727 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,017,009 | 5,447 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||