CBIZ Investment Advisory Services, LLC
Position in HD — Home Depot, Inc.
CIK 1795934
INDEPENDENCE, OH
Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$95,928
+$6,470 QoQ
Shares Held
272
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,950
of 4,086 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $98,132 across 2 Home Improvement Retail names. HD ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
272 | $95,928 | |
| 2 | LOW |
Lowes Companies Inc
|
10 | $2,204 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,928 | 272 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,458 | 272 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $175,835 | 511 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $141,006 | 348 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $102,292 | 279 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $126,072 | 344 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $113,974 | 293 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $113,861 | 281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $97,075 | 282 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $108,175 | 282 | Shares | Sole | 2024-05-13 | |
| 2020-03-31 | $560 | 3 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||