Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$217,250
+$14,654 QoQ
Shares Held
616
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,787
of 4,079 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Dec 31, 2022CallValue
$293,749
CallShares
930
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Paladin Advisory Group, LLC holds $394,523 across 2 Home Improvement Retail names. HD ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
616 | $217,250 | |
| 2 | LOW |
Lowes Companies Inc
|
804 | $177,273 |
All Filings in HD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,250 | 616 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $202,596 | 616 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $211,965 | 616 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $249,597 | 616 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $315,310 | 860 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $315,181 | 860 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $334,531 | 860 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $348,472 | 860 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $318,422 | 925 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $354,830 | 925 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $320,558 | 925 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $281,008 | 930 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $288,895 | 930 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $274,461 | 930 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $293,749 | 930 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $280,355 | 1,016 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $278,658 | 1,016 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $308,908 | 1,032 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $428,290 | 1,032 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||