BELLEVUE ASSET MANAGEMENT, LLC

Position in HD — Home Depot, Inc.

CIK 1801619 BELLEVUE, WA

Position in HD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$489,872

+$34,031 QoQ

Shares Held

1,389

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#3,015

of 4,079 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $599,313 across 3 Home Improvement Retail names. HD ranks #1 (81.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	1,389	$489,872
2	LOW	Lowes Companies Inc	484	$106,717
3	HVT	Haverty Furniture Companies Inc	97	$2,724

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,872	1,389	+0.2%	Shares	Sole	2026-08-04
2026-03-31	$455,841	1,386	+0.3%	Shares	Sole	2026-04-24
2025-12-31	$475,546	1,382	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$559,162	1,380	-12.4%	Shares	Sole	2025-11-04
2025-06-30	$577,458	1,575	+0.2%	Shares	Sole	2025-07-23
2025-03-31	$576,122	1,572	+0.2%	Shares	Sole	2025-04-28
2024-12-31	$610,325	1,569	+1.2%	Shares	Sole	2025-02-06
2024-09-30	$628,465	1,551	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$533,227	1,549	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$593,429	1,547	+0.1%	Shares	Sole	2024-04-26
2023-12-31	$535,766	1,546	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$466,837	1,545	+0.1%	Shares	Sole	2023-10-25
2023-06-30	$479,628	1,544	0.0%	Shares	Sole	2023-07-31
2023-03-31	$455,665	1,544	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$487,371	1,543	0.0%	Shares	Sole	2023-01-23
2022-09-30	$425,775	1,543	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$422,650	1,541	0.0%	Shares	Sole	2022-08-12
2022-03-31	$461,267	1,541	+0.1%	Shares	Sole	2022-05-11
2021-12-31	$639,115	1,540	0.0%	Shares	Sole	2022-02-03
2021-09-30	$505,520	1,540	0.0%	Shares	Sole	2021-11-05
2021-06-30	$491,090	1,540	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$469,779	1,539	0.0%	Shares	Sole	2021-05-12
2020-12-31	$408,789	1,539	-4.6%	Shares	Sole	2021-02-11
2020-09-30	$447,946	1,613	0.0%	Shares	Sole	2020-11-12
2020-06-30	$404,072	1,613	0.0%	Shares	Sole	2020-07-31
2020-03-31	$301,163	1,613	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.