Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$389,711
+$173,631 QoQ
Shares Held
1,105
+68.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,258
of 4,086 holders
Holding Since
Sep 2024
7 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, 2026Whelan Financial holds $2,637,606 across 2 Home Improvement Retail names. HD ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
10,195 | $2,247,895 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,105 | $389,711 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,711 | 1,105 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $216,080 | 657 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $228,482 | 664 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $299,840 | 740 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $215,217 | 587 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $267,625 | 688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $214,350 | 529 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||