Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,302,647
+$115,529 QoQ
Shares Held
6,529
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,660
of 4,083 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $2,654,108 across 2 Home Improvement Retail names. HD ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,529 | $2,302,647 | |
| 2 | LOW |
Lowes Companies Inc
|
1,594 | $351,461 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,302,647 | 6,529 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,187,118 | 6,650 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,321,298 | 6,746 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,924,661 | 7,218 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,670,972 | 7,285 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,265,425 | 8,910 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,954,861 | 10,167 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,475,434 | 11,045 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,828,637 | 11,122 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,277,907 | 11,152 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,726,798 | 10,754 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,483,602 | 11,529 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,578,883 | 11,521 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,618,465 | 12,261 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $3,831,065 | 12,129 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $3,059,622 | 11,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,582,525 | 9,416 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,640,090 | 8,820 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,398,931 | 8,190 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,646,760 | 8,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,597,039 | 8,144 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,410,558 | 7,897 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $1,960,741 | 7,827 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,225,376 | 6,563 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||