Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,610,890
+$295,176 QoQ
Shares Held
7,403
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,575
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)
Derivatives in HD
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$3,000
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Cooper Financial Group holds $2,938,317 across 2 Home Improvement Retail names. HD ranks #1 (88.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,403 | $2,610,890 | |
| 2 | LOW |
Lowes Companies Inc
|
1,485 | $327,427 |
All Filings in HD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,890 | 7,403 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,315,714 | 7,041 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,519,500 | 7,322 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,042,166 | 7,508 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,739,534 | 7,472 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,332,127 | 9,092 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,317,695 | 8,529 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,229,444 | 7,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,349,782 | 6,826 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,664,102 | 6,945 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,349,955 | 6,781 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,996,371 | 6,607 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,122,292 | 6,832 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,852,763 | 6,278 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,223,654 | 7,040 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,323,966 | 8,422 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,249,288 | 8,201 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,281,193 | 7,621 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,436,697 | 8,281 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,144,402 | 9,579 | Shares | Sole | 2021-10-06 | |
| 2021-09-30 | $3,000 | 600 | Put | Sole | 2021-10-06 | |
| 2021-06-30 | $2,987,999 | 9,370 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,773,806 | 9,087 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,772,010 | 10,436 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,164,749 | 7,795 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,602,011 | 6,395 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,064,993 | 5,704 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||