Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$633,413
-$63,504 QoQ
Shares Held
1,796
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,798
of 4,083 holders
Holding Since
Jun 2020
24 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, 2026CLIENT 1ST ADVISORY GROUP, LLC holds $981,787 across 2 Home Improvement Retail names. HD ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,796 | $633,413 | |
| 2 | LOW |
Lowes Companies Inc
|
1,580 | $348,374 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,413 | 1,796 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $696,917 | 2,119 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $713,663 | 2,074 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $760,136 | 1,876 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $510,729 | 1,393 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $688,268 | 1,878 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $720,020 | 1,851 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $500,827 | 1,236 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $230,640 | 670 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $263,149 | 686 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $237,733 | 686 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $207,281 | 686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $220,865 | 711 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $214,257 | 726 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $232,788 | 737 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $200,332 | 726 | Shares | Sole | 2022-11-23 | |
| 2022-03-31 | $229,885 | 768 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $317,067 | 764 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $256,371 | 781 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $289,871 | 909 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $264,651 | 867 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $229,230 | 863 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $239,663 | 863 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $241,241 | 963 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||