Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,047,660
+$123,654 QoQ
Shares Held
5,806
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,776
of 4,083 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)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Buttonwood Financial Advisors Inc. holds $3,283,947 across 2 Home Improvement Retail names. HD ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,806 | $2,047,660 | |
| 2 | LOW |
Lowes Companies Inc
|
5,607 | $1,236,287 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,047,660 | 5,806 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,924,006 | 5,850 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,059,438 | 5,985 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,427,493 | 5,991 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,214,505 | 6,040 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,246,217 | 6,129 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,417,183 | 6,214 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,579,503 | 6,366 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,216,561 | 6,439 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,669,856 | 6,960 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,493,080 | 7,194 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,193,681 | 7,260 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,175,101 | 7,002 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,985,272 | 6,727 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,136,792 | 6,765 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,964,140 | 7,118 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,951,431 | 7,115 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,566,693 | 5,234 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,302,716 | 3,139 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||