Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,203,897
+$129,917 QoQ
Shares Held
6,249
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,706
of 4,079 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $2,703,306 across 2 Home Improvement Retail names. HD ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,249 | $2,203,897 | |
| 2 | LOW |
Lowes Companies Inc
|
2,265 | $499,409 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,203,897 | 6,249 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,073,980 | 6,306 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,226,327 | 6,470 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,728,549 | 6,734 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $2,548,937 | 6,955 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,818,232 | 7,245 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $4,623,737 | 11,411 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,119,175 | 11,966 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,642,710 | 12,103 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,312,814 | 12,445 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,688,164 | 12,206 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,812,174 | 12,272 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,599,873 | 12,198 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,686,717 | 11,672 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,048,309 | 11,047 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,940,174 | 10,720 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,078,609 | 10,285 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,378,355 | 10,550 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,463,143 | 10,550 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,322,514 | 10,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,065,320 | 10,042 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,308,237 | 8,690 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,524,106 | 9,089 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,174,176 | 8,679 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,601,971 | 8,580 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||