Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,729,190
+$106,118 QoQ
Shares Held
4,903
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,899
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, 2026Center for Financial Planning, Inc. holds $1,734,922 across 2 Home Improvement Retail names. HD ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,903 | $1,729,190 | |
| 2 | LOW |
Lowes Companies Inc
|
26 | $5,732 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,190 | 4,903 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,623,072 | 4,935 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,706,736 | 4,960 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,021,492 | 4,989 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,780,037 | 4,855 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,770,879 | 4,832 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,809,970 | 4,653 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,875,670 | 4,629 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,791,080 | 5,203 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,972,087 | 5,141 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,787,851 | 5,159 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,246,107 | 4,124 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,158,687 | 3,730 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,087,812 | 3,686 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,129,831 | 3,577 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $924,123 | 3,349 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $907,285 | 3,308 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $969,829 | 3,240 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,350,442 | 3,254 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,049,775 | 3,198 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $815,082 | 2,556 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $778,998 | 2,552 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $680,784 | 2,563 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $697,885 | 2,513 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $618,008 | 2,467 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $372,299 | 1,994 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||