Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,226,869
+$2,152,560 QoQ
Shares Held
11,985
+90.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,263
of 4,083 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $11,060,074 across 2 Home Improvement Retail names. HD ranks #2 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
30,991 | $6,833,205 | |
| 2 | HD |
Home Depot, Inc.
This page
|
11,985 | $4,226,869 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226,869 | 11,985 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,074,309 | 6,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,062,879 | 5,995 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,432,355 | 6,003 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,731,640 | 4,723 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,724,701 | 4,706 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,829,030 | 4,702 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,964,004 | 4,847 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,666,465 | 4,841 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,847,801 | 4,817 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,724,432 | 4,976 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,496,598 | 4,953 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,551,646 | 4,995 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,372,603 | 4,651 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,485,805 | 4,704 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,735,662 | 6,290 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,758,893 | 6,413 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,868,118 | 6,241 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,632,823 | 6,344 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,172,096 | 6,617 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,878,301 | 9,026 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,726,187 | 8,931 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,497,831 | 5,639 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,537,957 | 5,538 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,522,349 | 6,077 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,115,778 | 5,976 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||