Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,147,973
+$59,348 QoQ
Shares Held
3,255
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,239
of 4,083 holders
Holding Since
Mar 2022
11 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, 2026CFS Investment Advisory Services, LLC holds $3,559,031 across 2 Home Improvement Retail names. HD ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
10,935 | $2,411,058 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,255 | $1,147,973 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,973 | 3,255 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,088,625 | 3,310 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,221,899 | 3,551 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,804,319 | 6,921 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,364,828 | 6,450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,382,917 | 6,502 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,277,054 | 3,283 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,131,723 | 2,793 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,757,688 | 5,106 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $623,454 | 2,007 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $1,000 | 153,556 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||