Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,134
-$251,654 QoQ
Shares Held
610
-49.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,798
of 4,083 holders
Holding Since
Jun 2024
4 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, 2026Financial & Tax Architects, LLC holds $7,319,321 across 2 Home Improvement Retail names. HD ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
32,220 | $7,104,187 | |
| 2 | HD |
Home Depot, Inc.
This page
|
610 | $215,134 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,134 | 610 | Shares | Sole | 2026-07-23 | |
| 2024-12-31 | $466,788 | 1,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $486,240 | 1,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $413,088 | 1,200 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||