Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$274,032
+$44,467 QoQ
Shares Held
777
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,586
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Horst & Graben Wealth Management LLC holds $505,766 across 2 Home Improvement Retail names. HD ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
777 | $274,032 | |
| 2 | LOW |
Lowes Companies Inc
|
1,051 | $231,734 |
All Filings in HD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,032 | 777 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $229,565 | 698 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $235,708 | 685 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $288,090 | 711 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $257,014 | 701 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $250,679 | 684 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $260,234 | 669 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $245,551 | 606 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $212,740 | 618 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $230,160 | 600 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $207,236 | 598 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||