Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,965,837
+$127,014 QoQ
Shares Held
5,574
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,805
of 4,083 holders
Holding Since
Sep 2020
15 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, 2026Fortis Group Advisors, LLC holds $1,966,939 across 2 Home Improvement Retail names. HD ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,574 | $1,965,837 | |
| 2 | LOW |
Lowes Companies Inc
|
5 | $1,102 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,965,837 | 5,574 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,838,823 | 5,591 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,923,519 | 5,590 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,303,505 | 5,685 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,078,482 | 5,669 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,147,264 | 5,859 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,322,270 | 5,970 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,417,423 | 5,966 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,067,849 | 6,007 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,993,230 | 7,803 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,075,631 | 8,875 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $2,681,670 | 8,875 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,545,073 | 8,193 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,521,210 | 8,543 | Shares | Sole | 2023-05-26 | |
| 2020-09-30 | $9,548,224 | 34,382 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||