Foundations Investment Advisors, LLC
EndowmentPosition in HD — Home Depot, Inc.
CIK 1743404
PHOENIX, AZ
Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,285,510
+$912,455 QoQ
Shares Held
23,493
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#875
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026Foundations Investment Advisors, LLC holds $11,788,875 across 2 Home Improvement Retail names. HD ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
23,493 | $8,285,510 | |
| 2 | LOW |
Lowes Companies Inc
|
15,889 | $3,503,365 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,285,510 | 23,493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,373,055 | 22,418 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $8,276,637 | 24,053 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $9,950,250 | 24,557 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,223,561 | 25,157 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,254,518 | 17,066 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,885,216 | 20,271 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,182,608 | 20,194 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,171,844 | 12,119 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,720,198 | 12,305 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,173,501 | 12,043 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,368,177 | 11,147 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,849,761 | 12,393 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,170,769 | 10,744 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,343,378 | 10,585 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,714,421 | 9,837 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,931,946 | 10,690 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,549,692 | 8,518 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,901,749 | 6,992 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,241,359 | 6,828 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,094,469 | 6,568 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,623,319 | 5,318 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,348,021 | 5,075 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,019,473 | 3,671 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $935,654 | 3,735 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $615,769 | 3,298 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||