Fermata Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1859259 SONOMA, CA

Position in HD

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$283,554

-$14,157 QoQ

Shares Held

804

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,548

of 4,079 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Fermata Advisors, LLC holds $571,954 across 2 Home Improvement Retail names. HD ranks #2 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc	1,308	$288,400
2	HD	Home Depot, Inc. This page	804	$283,554

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,554	804	-1.0%	Shares	Sole	2026-07-07
2025-06-30	$297,711	812	-56.8%	Shares	Sole	2025-07-09
2025-03-31	$688,268	1,878	+25.0%	Shares	Sole	2025-04-10
2024-12-31	$584,262	1,502	+0.9%	Shares	Sole	2025-01-15
2024-09-30	$602,937	1,488	+8.1%	Shares	Sole	2024-10-09
2024-06-30	$473,674	1,376	-5.9%	Shares	Sole	2024-07-12
2024-03-31	$561,206	1,463	+70.5%	Shares	Sole	2024-04-12
2023-12-31	$297,339	858	-0.3%	Shares	Sole	2024-01-19
2023-09-30	$260,159	861	+187.0%	Shares	Sole	2023-11-07
2023-03-31	$88,536	300	-70.0%	Shares	Sole	2023-04-13
2022-12-31	$315,544	999	+2.3%	Shares	Sole	2023-02-13
2022-06-30	$267,961	977	-24.0%	Shares	Sole	2022-08-09
2022-03-31	$384,938	1,286	-10.7%	Shares	Sole	2022-04-22
2021-12-31	$597,614	1,440	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$473,350	1,442	-1.4%	Shares	Sole	2021-10-29
2021-06-30	$466,536	1,463	+64.8%	Shares	Sole	2021-08-10
2021-03-31	$271,062	888	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.