Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,433,187
+$110,257 QoQ
Shares Held
12,570
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,226
of 4,083 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $4,678,371 across 2 Home Improvement Retail names. HD ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
12,570 | $4,433,187 | |
| 2 | LOW |
Lowes Companies Inc
|
1,112 | $245,184 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,433,187 | 12,570 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,322,930 | 13,144 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,577,218 | 13,302 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,536,110 | 13,663 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,033,233 | 13,728 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,139,655 | 14,024 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,479,313 | 14,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,988,012 | 12,310 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,582,505 | 10,407 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,903,897 | 10,177 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $8,152,588 | 23,525 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,148,501 | 23,658 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $7,451,011 | 23,986 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,124,491 | 24,141 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,098,902 | 9,811 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,718,836 | 9,853 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,650,545 | 9,664 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,732,530 | 22,492 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,113,579 | 9,912 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $776,006 | 2,364 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $753,537 | 2,363 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $722,221 | 2,366 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $619,425 | 2,332 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||