Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,084,843
+$76,467 QoQ
Shares Held
3,076
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,288
of 4,083 holders
Holding Since
Sep 2022
12 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, 2026Cerro Pacific Wealth Advisors LLC holds $3,140,691 across 2 Home Improvement Retail names. HD ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
9,324 | $2,055,848 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,076 | $1,084,843 |
All Filings in HD
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,843 | 3,076 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,008,376 | 3,066 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,068,086 | 3,104 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,256,494 | 3,101 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,190,480 | 3,247 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,290,044 | 3,520 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,377,024 | 3,540 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,403,207 | 3,463 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,192,103 | 3,463 | Shares | Sole | 2024-08-09 | |
| 2023-03-31 | $1,001,047 | 3,392 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,099,824 | 3,482 | Shares | Other | 2023-01-19 | |
| 2022-09-30 | $986,209 | 3,574 | Shares | Other | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||