Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,226,621
+$169,898 QoQ
Shares Held
3,478
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,174
of 4,079 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)
Derivatives in HD
reported options exposure · as of Mar 31, 2023CallValue
$29,512
CallShares
100
PutValue
$0
PutShares
0
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, 2026Perennial Investment Advisors, LLC holds $1,855,458 across 2 Home Improvement Retail names. HD ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,478 | $1,226,621 | |
| 2 | LOW |
Lowes Companies Inc
|
2,852 | $628,837 |
All Filings in HD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,621 | 3,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,056,723 | 3,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,190,586 | 3,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,401,147 | 3,458 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,411,930 | 3,851 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,370,306 | 3,739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,416,312 | 3,641 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,441,296 | 3,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,312,587 | 3,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,392,468 | 3,630 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,274,264 | 3,677 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,190,812 | 3,941 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,224,232 | 3,941 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,197,596 | 4,058 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | $29,512 | 100 | Call | Sole | 2023-05-12 | |
| 2022-12-31 | $957,055 | 3,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $755,247 | 2,737 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,340,906 | 4,889 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,260,179 | 4,210 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,390,698 | 3,351 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $971,977 | 2,961 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $886,833 | 2,781 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,142,550 | 3,743 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,057,433 | 3,981 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,075,015 | 3,871 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $851,984 | 3,401 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $666,181 | 3,568 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||