Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,487,099
+$8,256 QoQ
Shares Held
7,052
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,607
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $5,390,290 across 2 Home Improvement Retail names. HD ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
13,167 | $2,903,191 | |
| 2 | HD |
Home Depot, Inc.
This page
|
7,052 | $2,487,099 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,099 | 7,052 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,478,843 | 7,537 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,602,084 | 7,562 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,596,457 | 6,408 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $879,936 | 2,400 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $672,875 | 1,836 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $690,068 | 1,774 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $718,824 | 1,774 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $614,124 | 1,784 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $684,342 | 1,784 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $618,245 | 1,784 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $685,298 | 2,268 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $704,531 | 2,268 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $526,494 | 1,784 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $563,494 | 1,784 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $381,900 | 1,384 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $345,305 | 1,259 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $376,856 | 1,259 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $713,402 | 1,719 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $564,278 | 1,719 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $538,605 | 1,689 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $525,945 | 1,723 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $457,663 | 1,723 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $478,494 | 1,723 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $431,628 | 1,723 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $321,701 | 1,723 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||