Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,446,789
+$33,260 QoQ
Shares Held
15,444
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,101
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $7,165,949 across 2 Home Improvement Retail names. HD ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
15,444 | $5,446,789 | |
| 2 | LOW |
Lowes Companies Inc
|
7,797 | $1,719,160 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,446,789 | 15,444 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,413,529 | 16,460 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,992,365 | 26,133 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,473,765 | 28,317 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $10,722,020 | 29,244 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $9,871,774 | 26,936 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,522,179 | 27,050 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $11,285,630 | 27,852 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,318,594 | 29,975 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,481,148 | 29,930 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,375,360 | 29,939 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,030,051 | 29,885 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,563,102 | 27,566 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $8,059,727 | 27,310 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,164,665 | 25,849 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,905,391 | 21,401 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $5,590,993 | 20,385 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,394,886 | 21,364 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $7,600,908 | 18,315 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $5,417,274 | 16,503 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,895,918 | 15,353 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $4,929,787 | 16,150 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,089,898 | 7,868 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,273,334 | 8,186 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,985,792 | 7,927 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,104,016 | 5,913 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||