GoalVest Advisory LLC

Position in HD — Home Depot, Inc.

CIK 1839307 NEW YORK, NY

Position in HD

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$144,598

-$70,167 QoQ

Shares Held

410

-37.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,906

of 4,083 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GoalVest Advisory LLC holds $193,987 across 2 Home Improvement Retail names. HD ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	410	$144,598
2	LOW	Lowes Companies Inc	224	$49,389

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,598	410	-37.2%	Shares	Sole	2026-07-09
2026-03-31	$214,765	653	-12.6%	Shares	Sole	2026-04-13
2025-12-31	$257,042	747	+16.7%	Shares	Sole	2026-01-05
2025-09-30	$259,321	640	0.0%	Shares	Sole	2025-10-22
2025-06-30	$234,649	640	+48.8%	Shares	Sole	2025-08-01
2025-03-31	$157,590	430	+46.3%	Shares	Sole	2025-04-07
2024-12-31	$114,363	294	-9.5%	Shares	Sole	2025-01-17
2024-09-30	$131,690	325	+41.3%	Shares	Sole	2024-11-06
2024-06-30	$79,175	230	-47.7%	Shares	Sole	2024-07-30
2024-03-31	$168,784	440	+13.4%	Shares	Sole	2024-04-15
2023-12-31	$134,461	388	+24.8%	Shares	Sole	2024-01-02
2023-09-30	$93,971	311	+30.7%	Shares	Sole	2023-10-10
2023-06-30	$73,932	238	-29.6%	Shares	Sole	2023-07-17
2023-03-31	$99,750	338	-14.9%	Shares	Sole	2023-04-03
2022-12-31	$125,396	397	+4.7%	Shares	Sole	2023-01-06
2022-09-30	$104,581	379	-76.6%	Shares	Sole	2022-10-11
2022-06-30	$444,865	1,622	+38.9%	Shares	Sole	2022-07-06
2022-03-31	$349,617	1,168	+3.0%	Shares	Sole	2022-05-03
2021-06-30	$361,621	1,134	+4.9%	Shares	Sole	2021-09-01
2021-03-31	$329,975	1,081	-41.6%	Shares	Sole	2021-05-13
2020-12-31	$491,928	1,852	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.