Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,274,128
+$726,721 QoQ
Shares Held
12,119
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,254
of 4,096 holders
Holding Since
Mar 2020
26 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, 2026Symphony Financial, Ltd. Co. holds $6,557,963 across 2 Home Improvement Retail names. HD ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
12,119 | $4,274,128 | |
| 2 | LOW |
Lowes Companies Inc
|
10,358 | $2,283,835 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,274,128 | 12,119 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,547,407 | 10,786 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,752,021 | 13,810 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,921,869 | 19,551 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,500,548 | 23,185 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,594,597 | 4,351 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,898,644 | 15,164 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,928,076 | 14,630 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,754,987 | 13,813 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,390,302 | 11,445 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,706,495 | 13,581 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,804,499 | 5,972 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,741,137 | 5,605 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,548,494 | 5,247 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,568,876 | 4,967 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,300,505 | 4,713 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,049,082 | 3,825 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $973,121 | 3,251 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,257,895 | 3,031 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $858,728 | 2,616 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,004,184 | 3,149 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,058,607 | 3,468 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $529,911 | 1,995 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $556,253 | 2,003 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $446,408 | 1,782 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $333,650 | 1,787 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||