Position in HD
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$31,388
+$2,446 QoQ
Shares Held
89
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4,023
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $384,392 across 2 Home Improvement Retail names. HD ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,601 | $353,004 | |
| 2 | HD |
Home Depot, Inc.
This page
|
89 | $31,388 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,388 | 89 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $28,942 | 88 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $34,410 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $40,519 | 100 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $36,664 | 100 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $41,779 | 114 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $43,955 | 113 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $45,382 | 112 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $38,554 | 112 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $42,579 | 111 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $38,120 | 110 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||