Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$381,247
+$56,962 QoQ
Shares Held
1,081
+9.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#3,277
of 4,079 holders
Holding Since
Mar 2023
11 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, 2026BHK Investment Advisors, LLC holds $915,053 across 2 Home Improvement Retail names. HD ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
2,421 | $533,806 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,081 | $381,247 |
All Filings in HD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,247 | 1,081 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $324,285 | 986 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $349,949 | 1,017 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $318,074 | 785 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $287,812 | 785 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $255,810 | 698 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $270,348 | 695 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $301,468 | 744 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $211,707 | 615 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $218,652 | 570 | Shares | Sole | 2024-05-08 | |
| 2023-03-31 | $215,437 | 730 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||