Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,080,611
-$58,992 QoQ
Shares Held
3,064
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,294
of 4,086 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)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$141,072
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Cypress Wealth Services, LLC holds $1,605,156 across 2 Home Improvement Retail names. HD ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,064 | $1,080,611 | |
| 2 | LOW |
Lowes Companies Inc
|
2,379 | $524,545 |
All Filings in HD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,611 | 3,064 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $141,072 | 400 | Call | Sole | 2026-07-13 | |
| 2026-03-31 | $1,139,603 | 3,465 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,223,619 | 3,556 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $693,685 | 1,712 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $606,789 | 1,655 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $576,855 | 1,574 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $620,439 | 1,595 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $633,327 | 1,563 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $507,754 | 1,475 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $539,341 | 1,406 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $489,675 | 1,413 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $552,348 | 1,828 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $508,517 | 1,637 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $458,911 | 1,555 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $471,578 | 1,493 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $389,903 | 1,413 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $407,565 | 1,486 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,200,013 | 4,009 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,899,915 | 4,578 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,608,802 | 4,901 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,933,748 | 6,064 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,108,361 | 6,907 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,112,682 | 4,189 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,130,001 | 4,069 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $944,923 | 3,772 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $672,902 | 3,604 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||