Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,285,366
+$372,213 QoQ
Shares Held
6,480
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,670
of 4,083 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $3,037,898 across 2 Home Improvement Retail names. HD ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,480 | $2,285,366 | |
| 2 | LOW |
Lowes Companies Inc
|
3,413 | $752,532 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,285,366 | 6,480 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,913,153 | 5,817 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,039,136 | 5,926 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,636,166 | 6,506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,352,362 | 6,416 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,829,302 | 7,720 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,019,729 | 7,763 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,126,118 | 7,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,584,898 | 7,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,988,244 | 7,790 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,594,273 | 7,486 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,959,809 | 6,486 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,830,290 | 5,892 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,220,321 | 4,135 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,435,267 | 4,544 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,074,234 | 3,893 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,022,752 | 3,729 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,221,266 | 4,080 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,619,784 | 3,903 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,280,214 | 3,900 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,135,567 | 3,561 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,217,337 | 3,988 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,001,918 | 3,772 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,028,637 | 3,704 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||