Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$779,775
+$71,346 QoQ
Shares Held
2,211
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,605
of 4,086 holders
Holding Since
Mar 2020
26 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, 2026Beacon Financial Advisory LLC holds $1,648,946 across 2 Home Improvement Retail names. HD ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
3,942 | $869,171 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,211 | $779,775 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,775 | 2,211 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $708,429 | 2,154 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $749,105 | 2,177 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $914,513 | 2,257 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $689,283 | 1,880 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $602,509 | 1,644 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $627,829 | 1,614 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $652,777 | 1,611 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $532,539 | 1,547 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $445,359 | 1,161 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $386,749 | 1,116 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $342,347 | 1,133 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $342,014 | 1,101 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $331,124 | 1,122 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $351,552 | 1,113 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $312,088 | 1,131 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $607,233 | 2,214 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $622,307 | 2,079 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $871,105 | 2,099 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $634,526 | 1,933 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $600,469 | 1,883 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $570,512 | 1,869 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $436,413 | 1,643 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $340,472 | 1,226 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $317,145 | 1,266 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $236,374 | 1,266 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||