Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,365,576
+$150,657 QoQ
Shares Held
3,872
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,083
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, 2026Altus Wealth Group LLC holds $1,996,177 across 2 Home Improvement Retail names. HD ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,872 | $1,365,576 | |
| 2 | LOW |
Lowes Companies Inc
|
2,860 | $630,601 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,576 | 3,872 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,214,919 | 3,694 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,178,542 | 3,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,443,286 | 3,562 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,311,837 | 3,578 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,311,667 | 3,579 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,384,804 | 3,560 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,446,158 | 3,569 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,100,191 | 3,196 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,192,996 | 3,110 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,132,178 | 3,267 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $953,314 | 3,155 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,011,443 | 3,256 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $964,452 | 3,268 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,022,438 | 3,237 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $786,153 | 2,849 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $781,395 | 2,849 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $832,436 | 2,781 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,160,367 | 2,796 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $935,212 | 2,849 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,022,042 | 3,205 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $971,000 | 3,181 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $828,998 | 3,121 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||