NORTHCAPE WEALTH MANAGEMENT, LLC

Position in HD — Home Depot, Inc.

CIK 1902806 WILLIAMSVILLE, NY

Position in HD

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,800,984

+$223,145 QoQ

Shares Held

7,942

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#1,529

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $3,306,126 across 2 Home Improvement Retail names. HD ranks #1 (84.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	7,942	$2,800,984
2	LOW	Lowes Companies Inc	2,291	$505,142

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,800,984	7,942	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$2,577,839	7,838	+1.5%	Shares	Sole	2026-05-01
2025-12-31	$2,656,452	7,720	+1.8%	Shares	Sole	2026-01-22
2025-09-30	$3,073,771	7,586	+1.1%	Shares	Sole	2025-11-04
2025-06-30	$2,751,633	7,505	+1.0%	Shares	Sole	2025-08-05
2025-03-31	$2,724,120	7,433	-0.2%	Shares	Sole	2025-04-25
2024-12-31	$2,896,419	7,446	-0.5%	Shares	Sole	2025-01-31
2024-09-30	$3,033,327	7,486	+0.8%	Shares	Sole	2024-11-06
2024-06-30	$2,555,982	7,425	-0.9%	Shares	Sole	2024-07-25
2024-03-31	$2,873,547	7,491	-0.2%	Shares	Sole	2024-04-30
2023-12-31	$2,601,204	7,506	+4.4%	Shares	Sole	2024-02-05
2023-09-30	$2,172,228	7,189	-1.2%	Shares	Sole	2023-11-06
2023-06-30	$2,259,595	7,274	+1.1%	Shares	Sole	2023-08-07
2023-03-31	$2,123,978	7,197	+9.8%	Shares	Sole	2023-05-15
2022-12-31	$2,070,146	6,554	-18.6%	Shares	Sole	2023-02-07
2022-09-30	$2,222,696	8,055	+20.0%	Shares	Sole	2022-11-08
2022-06-30	$1,841,448	6,714	-14.1%	Shares	Sole	2022-08-09
2022-03-31	$2,339,563	7,816	+19.1%	Shares	Sole	2022-04-18
2021-12-31	$2,723,710	6,563	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.