Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,711,604
+$431,256 QoQ
Shares Held
10,524
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,343
of 4,083 holders
Holding Since
Mar 2020
22 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, 2026Bell & Brown Wealth Advisors, LLC holds $5,926,205 across 2 Home Improvement Retail names. HD ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,524 | $3,711,604 | |
| 2 | LOW |
Lowes Companies Inc
|
10,044 | $2,214,601 |
All Filings in HD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,711,604 | 10,524 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,280,348 | 9,974 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,385,599 | 9,839 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $3,872,806 | 9,558 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,523,777 | 9,611 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,492,283 | 9,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,614,884 | 9,293 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $3,735,133 | 9,218 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,118,125 | 9,058 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,208,430 | 8,364 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,923,842 | 8,437 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $2,568,371 | 8,268 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,410,245 | 8,167 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,494,662 | 7,898 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,158,954 | 7,824 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,076,498 | 7,571 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,157,570 | 7,208 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,932,045 | 7,065 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,875,677 | 5,714 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $1,576,559 | 5,677 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,396,593 | 5,575 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,062,006 | 5,688 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||