Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$351,974
+$31,307 QoQ
Shares Held
998
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#3,355
of 4,086 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $940,461 across 2 Home Improvement Retail names. HD ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
2,669 | $588,487 | |
| 2 | HD |
Home Depot, Inc.
This page
|
998 | $351,974 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,974 | 998 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $320,667 | 975 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $330,336 | 960 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $328,203 | 810 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $285,245 | 778 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $285,129 | 778 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $302,634 | 778 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $247,982 | 612 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $207,232 | 602 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $230,927 | 602 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $275,853 | 796 | Shares | Sole | 2024-01-31 | |
| 2021-12-31 | $1,549,232 | 3,733 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,182,720 | 3,603 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,148,960 | 3,603 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||