Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,811,813
+$1,581,630 QoQ
Shares Held
16,479
+28.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,058
of 4,086 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 37%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Belpointe Asset Management LLC holds $8,889,412 across 2 Home Improvement Retail names. HD ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,479 | $5,811,813 | |
| 2 | LOW |
Lowes Companies Inc
|
13,958 | $3,077,599 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,811,813 | 16,479 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $4,230,183 | 12,862 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $4,357,682 | 12,664 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $5,458,314 | 13,471 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,969,438 | 13,554 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $5,669,600 | 15,470 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $4,780,298 | 12,289 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,930,507 | 14,636 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,951,186 | 11,478 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $4,180,089 | 10,897 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $3,386,486 | 9,772 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,998,333 | 9,923 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,456,180 | 11,126 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,997,428 | 20,322 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,278,361 | 23,043 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,639,103 | 16,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,258,041 | 15,525 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,415,117 | 14,750 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,588,109 | 13,465 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,591,044 | 13,986 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,364,686 | 16,823 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,938,029 | 16,177 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,421,451 | 12,881 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,737,698 | 13,459 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,433,991 | 13,708 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,754,159 | 14,751 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||