Position in HD
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$314,089
-$10,741 QoQ
Shares Held
955
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $621,489 across 2 Home Improvement Retail names. HD ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
955 | $314,089 | |
| 2 | LOW |
Lowes Companies Inc
|
1,301 | $307,400 |
All Filings in HD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,089 | 955 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $324,830 | 944 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $382,499 | 944 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $406,437 | 1,109 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $73,667 | 214 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $82,090 | 214 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $73,468 | 212 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $292,864 | 1,141 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $18,128 | 341 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $612 | 295 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,377 | 316 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $610,272 | 2,484 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $561,043 | 3,836 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $687,370 | 4,518 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,794,367 | 16,614 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,114 | 43 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,829 | 81 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $25,946 | 85 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,996 | 64 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $68,144 | 365 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||