Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$254,634
+$17,176 QoQ
Shares Held
722
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#3,660
of 4,083 holders
Holding Since
Dec 2020
8 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, 2026Sound Financial Strategies Group, LLC holds $492,322 across 2 Home Improvement Retail names. HD ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
722 | $254,634 | |
| 2 | LOW |
Lowes Companies Inc
|
1,078 | $237,688 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,634 | 722 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $237,458 | 722 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $248,440 | 722 | Shares | Sole | 2026-02-03 | |
| 2021-12-31 | $798,479 | 1,924 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $673,589 | 2,052 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $632,677 | 1,984 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $665,139 | 2,179 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $583,301 | 2,196 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||