Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,085,084
+$2,201,766 QoQ
Shares Held
31,431
+16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#751
of 4,083 holders
Holding Since
Mar 2024
10 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, 2026Vest Financial, LLC holds $55,869,027 across 2 Home Improvement Retail names. HD ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
203,111 | $44,783,943 | |
| 2 | HD |
Home Depot, Inc.
This page
|
31,431 | $11,085,084 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,085,084 | 31,431 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,883,318 | 27,010 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,541,385 | 16,104 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,590,406 | 13,797 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,042,938 | 11,027 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,954,641 | 8,062 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,871,041 | 4,810 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,809,622 | 4,466 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $584,175 | 1,697 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $621,047 | 1,619 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||