Summit Financial, LLC

Position in HD — Home Depot, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in HD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,785,002

+$690,073 QoQ

Shares Held

36,251

-1.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#685

of 4,079 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $19,718,125 across 3 Home Improvement Retail names. HD ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	36,251	$12,785,002
2	LOW	Lowes Companies Inc	30,013	$6,617,566
3	FND	Floor & Decor Holdings, Inc.	5,316	$315,557

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,785,002	36,251	-1.4%	Shares	Sole	2026-08-12
2026-03-31	$12,094,929	36,775	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$11,999,111	34,871	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$13,756,605	33,951	+6.1%	Shares	Sole	2025-11-14
2025-06-30	$11,736,879	32,012	+21.6%	Shares	Sole	2025-08-13
2025-03-31	$9,648,948	26,328	+9.1%	Shares	Sole	2025-05-14
2024-12-31	$9,385,939	24,129	+17.3%	Shares	Sole	2025-02-12
2024-09-30	$8,336,584	20,574	+14.8%	Shares	Sole	2024-11-12
2024-06-30	$6,169,469	17,922	+58.9%	Shares	Sole	2024-07-31
2024-03-31	$4,326,240	11,278	-1.4%	Shares	Sole	2024-04-24
2023-12-31	$3,964,878	11,441	+1.9%	Shares	Sole	2024-02-06
2023-09-30	$3,392,954	11,229	+10.9%	Shares	Sole	2023-11-07
2023-06-30	$3,144,298	10,122	+4.3%	Shares	Sole	2023-08-11
2023-03-31	$2,865,320	9,709	-2.2%	Shares	Sole	2023-05-03
2022-12-31	$3,137,121	9,932	-6.8%	Shares	Sole	2023-02-07
2022-09-30	$2,939,588	10,653	+15.2%	Shares	Sole	2022-11-15
2022-06-30	$2,537,271	9,251	-0.3%	Shares	Sole	2022-08-12
2022-03-31	$2,778,081	9,281	+21.7%	Shares	Sole	2022-05-10
2021-12-31	$3,165,696	7,628	+51.0%	Shares	Sole	2022-02-07
2021-09-30	$1,658,369	5,052	+102.6%	Shares	Sole	2021-11-08
2021-06-30	$795,311	2,494	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.