Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,707,758
-$398,603 QoQ
Shares Held
55,880
-8.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#544
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)
Derivatives in HD
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$34,410
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Arkadios Wealth Advisors holds $25,772,335 across 2 Home Improvement Retail names. HD ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
55,880 | $19,707,758 | |
| 2 | LOW |
Lowes Companies Inc
|
27,505 | $6,064,577 |
All Filings in HD
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,707,758 | 55,880 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,106,361 | 61,134 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,238,675 | 53,004 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $34,410 | 100 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $19,556,089 | 48,264 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $445,709 | 1,100 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $16,069,830 | 43,830 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $403,304 | 1,100 | Put | Sole | 2025-08-04 | |
| 2025-03-31 | $366,490 | 1,000 | Put | Sole | 2025-05-08 | |
| 2025-03-31 | $13,394,475 | 36,548 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,122,204 | 23,451 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $388,990 | 1,000 | Put | Sole | 2025-01-15 | |
| 2024-09-30 | $405,200 | 1,000 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $10,016,544 | 24,720 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,215,614 | 20,961 | Shares | Sole | 2024-07-29 | |
| 2024-06-30 | $344,240 | 1,000 | Put | Sole | 2024-07-29 | |
| 2024-03-31 | $6,694,587 | 17,452 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,842,426 | 22,630 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,157,868 | 23,689 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,620,359 | 21,312 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,506,510 | 22,047 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $7,109,692 | 22,509 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,499,490 | 23,554 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,862,246 | 21,374 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $5,436,431 | 18,162 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,310,401 | 17,615 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,949,296 | 12,031 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,876,784 | 15,293 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,919,410 | 12,840 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,873,477 | 10,818 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,446,869 | 5,210 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,325,197 | 5,290 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $948,860 | 5,082 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||