Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,784,657
+$487,884 QoQ
Shares Held
16,402
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,059
of 4,079 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)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $7,029,323 across 2 Home Improvement Retail names. HD ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,402 | $5,784,657 | |
| 2 | LOW |
Lowes Companies Inc
|
5,645 | $1,244,666 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,784,657 | 16,402 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,296,773 | 16,105 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,209,583 | 20,952 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,729,818 | 21,545 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,696,140 | 20,991 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,532,102 | 20,552 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,645,598 | 19,655 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,124,260 | 20,050 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,330,917 | 18,391 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,656,656 | 19,960 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,280,119 | 23,893 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,221,321 | 23,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,314,329 | 23,546 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,540,611 | 25,551 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,192,132 | 22,770 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,140,525 | 40,373 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $6,830,420 | 24,904 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $7,809,819 | 26,091 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $11,450,955 | 27,592 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $6,826,166 | 20,795 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $3,145,530 | 9,864 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,467,031 | 4,806 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $1,149,072 | 4,326 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $1,472,140 | 5,301 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $1,402,354 | 5,598 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,018,689 | 5,456 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||