Position in HD
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,337,563
+$222,472 QoQ
Shares Held
6,628
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,650
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, 2026Zhang Financial LLC holds $4,295,293 across 2 Home Improvement Retail names. HD ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,628 | $2,337,563 | |
| 2 | LOW |
Lowes Companies Inc
|
8,879 | $1,957,730 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,563 | 6,628 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,115,091 | 6,431 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,963,090 | 5,705 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,251,640 | 5,557 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,727,607 | 4,712 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,790,670 | 4,886 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,826,308 | 4,695 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,914,570 | 4,725 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,488,493 | 4,324 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,644,493 | 4,287 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,425,706 | 4,114 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,230,697 | 4,073 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,232,619 | 3,968 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,085,156 | 3,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,127,304 | 3,569 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $1,014,907 | 3,678 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,085,012 | 3,956 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,218,572 | 4,071 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,489,885 | 3,590 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,168,277 | 3,559 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $662,334 | 2,077 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $653,845 | 2,142 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $598,441 | 2,253 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $417,398 | 1,503 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $376,266 | 1,502 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $309,191 | 1,656 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||