Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,120,159
-$177,949 QoQ
Shares Held
8,847
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,456
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $9,131,157 across 2 Home Improvement Retail names. HD ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
27,262 | $6,010,998 | |
| 2 | HD |
Home Depot, Inc.
This page
|
8,847 | $3,120,159 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,120,159 | 8,847 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,298,108 | 10,028 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,383,879 | 9,834 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,029,209 | 9,944 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,708,563 | 10,115 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,681,025 | 10,044 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,057,165 | 10,430 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,465,236 | 6,084 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $2,107,437 | 6,122 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,245,978 | 5,855 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,985,038 | 5,728 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,818,398 | 6,018 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,886,516 | 6,073 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $1,925,166 | 6,095 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,019,880 | 7,320 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,030,969 | 7,405 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,114,766 | 7,065 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,843,648 | 6,852 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,521,693 | 7,682 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,624,145 | 8,229 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,534,185 | 8,302 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,401,470 | 9,041 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,596,033 | 9,348 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,379,343 | 9,498 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,693,459 | 9,070 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||