Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$219,014
+$15,103 QoQ
Shares Held
621
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#3,781
of 4,079 holders
Holding Since
Mar 2026
2 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, 2026Evergreen Advisors, LLC holds $529,904 across 2 Home Improvement Retail names. HD ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,410 | $310,890 | |
| 2 | HD |
Home Depot, Inc.
This page
|
621 | $219,014 |
All Filings in HD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,014 | 621 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $203,911 | 620 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||