Core Wealth Advisors, Inc.

Position in HD — Home Depot, Inc.

CIK 1770532 LAKELAND, FL

Position in HD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$492,341

+$263,409 QoQ

Shares Held

1,396

+147.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#3,013

of 4,083 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Core Wealth Advisors, Inc. holds $723,635 across 2 Home Improvement Retail names. HD ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	1,396	$492,341
2	LOW	Lowes Companies Inc	1,049	$231,294

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,341	1,396	+147.1%	Shares	Sole	2026-08-11
2025-09-30	$228,932	565	+177.0%	Shares	Sole	2025-11-14
2024-03-31	$78,254	204	+7.9%	Shares	Sole	2024-05-15
2023-12-31	$65,497	189	+24.3%	Shares	Sole	2024-02-14
2023-09-30	$45,928	152	-60.5%	Shares	Sole	2023-11-13
2023-06-30	$119,596	385	-94.4%	Shares	Sole	2023-08-14
2023-03-31	$2,013,308	6,822	+26.3%	Shares	Sole	2023-04-27
2022-12-31	$1,706,275	5,402	+5.9%	Shares	Sole	2023-02-14
2022-09-30	$1,407,845	5,102	+5.2%	Shares	Sole	2022-11-10
2022-06-30	$1,329,660	4,848	+32220.0%	Shares	Sole	2022-08-12
2022-03-31	$4,489	15	0.0%	Shares	Sole	2022-05-16
2021-12-31	$6,225	15	0.0%	Shares	Sole	2022-02-14
2021-09-30	$4,923	15	-40.0%	Shares	Sole	2021-11-09
2021-06-30	$7,972	25	-21.9%	Shares	Sole	2021-08-03
2021-03-31	$9,768	32	0.0%	Shares	Sole	2021-05-04
2020-12-31	$8,499	32	-42.9%	Shares	Sole	2021-02-05
2020-09-30	$15,551	56	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.