Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,518,729
+$1,051,322 QoQ
Shares Held
35,496
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#702
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$34,424
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, 2026SteelPeak Wealth, LLC holds $19,790,489 across 2 Home Improvement Retail names. HD ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
35,496 | $12,518,729 | |
| 2 | LOW |
Lowes Companies Inc
|
32,980 | $7,271,760 |
All Filings in HD
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,518,729 | 35,496 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $11,467,407 | 34,867 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,116,195 | 29,399 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,877,748 | 31,782 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,289,751 | 28,065 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,798,907 | 21,280 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,058,705 | 20,717 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $10,134,052 | 25,010 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $34,424 | 100 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $7,020,430 | 20,394 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,167,272 | 23,898 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,459,978 | 24,412 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,268,614 | 14,127 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,411,310 | 39,954 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,796,128 | 12,863 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,928,162 | 44,096 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $11,421,156 | 41,390 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,945,385 | 10,739 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,290,965 | 34,380 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,395,344 | 27,458 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,204,618 | 31,087 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,832,055 | 33,968 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,071,425 | 10,062 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,332,202 | 12,545 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,176,581 | 25,842 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,845,901 | 23,336 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,919,995 | 26,351 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||