Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,169,839
+$57,205 QoQ
Shares Held
3,317
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,219
of 4,083 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, 2026Key Financial Inc holds $1,506,527 across 2 Home Improvement Retail names. HD ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,317 | $1,169,839 | |
| 2 | LOW |
Lowes Companies Inc
|
1,527 | $336,688 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,839 | 3,317 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,112,634 | 3,383 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,011,654 | 2,940 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,166,136 | 2,878 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,026,592 | 2,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,057,323 | 2,885 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,122,236 | 2,885 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,826,236 | 4,507 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,560,784 | 4,534 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,603,831 | 4,181 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,878,301 | 5,420 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,547,965 | 5,123 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,614,706 | 5,198 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,524,589 | 5,166 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,632,996 | 5,170 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,426,609 | 5,170 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,390,274 | 5,069 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,498,745 | 5,007 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,109,910 | 5,084 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,672,812 | 5,096 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,625,063 | 5,096 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,529,607 | 5,011 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,339,256 | 5,042 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,400,213 | 5,042 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,263,071 | 5,042 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $934,856 | 5,007 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||