Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,192,659
+$16,085 QoQ
Shares Held
11,888
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,267
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Apella Capital, LLC holds $4,795,258 across 2 Home Improvement Retail names. HD ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,888 | $4,192,659 | |
| 2 | LOW |
Lowes Companies Inc
|
2,733 | $602,599 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,192,659 | 11,888 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,176,574 | 12,699 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,287,920 | 6,649 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,712,747 | 6,695 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,320,464 | 6,329 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,281,400 | 6,225 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,203,239 | 5,664 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,195,373 | 5,418 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,805,883 | 5,246 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,797,166 | 4,685 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,557,395 | 4,494 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,375,130 | 4,551 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,410,616 | 4,541 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $1,371,779 | 4,343 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,153,705 | 4,181 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,143,157 | 4,168 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,172,176 | 3,916 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,539,687 | 3,710 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,277,259 | 3,891 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,238,887 | 3,885 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $885,530 | 2,901 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $767,376 | 2,889 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $780,920 | 2,812 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $713,452 | 2,848 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $529,322 | 2,835 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||