Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$695,132
+$46,890 QoQ
Shares Held
1,971
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,704
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, 2026Allied Investment Advisors, LLC holds $15,333,242 across 2 Home Improvement Retail names. HD ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
66,389 | $14,638,110 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,971 | $695,132 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,132 | 1,971 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $648,242 | 1,971 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $637,273 | 1,852 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $750,411 | 1,852 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $694,049 | 1,893 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $694,498 | 1,895 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $737,136 | 1,895 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $717,204 | 1,770 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $609,304 | 1,770 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $705,056 | 1,838 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $613,393 | 1,770 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $562,017 | 1,860 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $587,109 | 1,890 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $605,291 | 2,051 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $650,987 | 2,061 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $570,643 | 2,068 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $582,275 | 2,123 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $621,409 | 2,076 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $880,236 | 2,121 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $725,454 | 2,210 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $714,313 | 2,240 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $697,496 | 2,285 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $638,816 | 2,405 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $672,613 | 2,422 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $610,492 | 2,437 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $461,173 | 2,470 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||