Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$304,010
+$21,165 QoQ
Shares Held
862
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,479
of 4,086 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, 2026Sterling Financial Planning, Inc. holds $560,660 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
|
862 | $304,010 | |
| 2 | LOW |
Lowes Companies Inc
|
1,164 | $256,650 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,010 | 862 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $282,845 | 860 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $294,893 | 857 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $346,437 | 855 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $312,743 | 853 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $321,778 | 878 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $352,813 | 907 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $522,708 | 1,290 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $472,297 | 1,372 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $525,532 | 1,370 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $488,288 | 1,409 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $394,923 | 1,307 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $411,287 | 1,324 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $378,343 | 1,282 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $404,300 | 1,280 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $352,651 | 1,278 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $349,694 | 1,275 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $383,741 | 1,282 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $531,212 | 1,280 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $424,440 | 1,293 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $426,674 | 1,338 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $417,276 | 1,367 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $387,539 | 1,459 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||