Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,039,901
+$193,184 QoQ
Shares Held
5,784
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,777
of 4,083 holders
Holding Since
Jun 2021
21 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, 2026Everhart Financial Group, Inc. holds $2,950,524 across 2 Home Improvement Retail names. HD ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,784 | $2,039,901 | |
| 2 | LOW |
Lowes Companies Inc
|
4,130 | $910,623 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039,901 | 5,784 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,846,717 | 5,615 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,369,472 | 6,886 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,632,114 | 6,496 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,275,734 | 6,207 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,010,197 | 5,485 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,091,988 | 5,378 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,044,639 | 5,046 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,489,182 | 4,326 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,541,688 | 4,019 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,319,662 | 3,808 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $951,501 | 3,149 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $872,277 | 2,808 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $699,729 | 2,371 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $874,300 | 2,768 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $413,358 | 1,498 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $658,522 | 2,401 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $617,218 | 2,062 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $666,091 | 1,605 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $447,090 | 1,362 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $349,503 | 1,096 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||