Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,052,244
+$406,479 QoQ
Shares Held
5,819
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,774
of 4,083 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Soltis Investment Advisors LLC holds $2,675,789 across 2 Home Improvement Retail names. HD ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,819 | $2,052,244 | |
| 2 | LOW |
Lowes Companies Inc
|
2,828 | $623,545 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,244 | 5,819 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,645,765 | 5,004 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,979,263 | 5,752 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $2,476,116 | 6,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,912,027 | 5,215 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,587,634 | 4,332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,690,550 | 4,346 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,584,737 | 3,911 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,158,711 | 3,366 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,083,670 | 2,825 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $916,971 | 2,646 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $809,486 | 2,679 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $673,467 | 2,168 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $601,159 | 2,037 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $635,826 | 2,013 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $345,476 | 1,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $417,438 | 1,522 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $364,883 | 1,219 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $803,459 | 1,936 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $621,724 | 1,894 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $589,627 | 1,849 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $349,816 | 1,146 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $319,009 | 1,201 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $296,038 | 1,066 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $254,768 | 1,017 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||