SC&H Financial Advisors, Inc.

Position in HD — Home Depot, Inc.

CIK 1907898 HUNT VALLEY, MD

Position in HD

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$672,560

+$45,367 QoQ

Shares Held

1,907

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#2,745

of 4,083 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SC&H Financial Advisors, Inc. holds $1,150,802 across 2 Home Improvement Retail names. HD ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	1,907	$672,560
2	LOW	Lowes Companies Inc	2,169	$478,242

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,560	1,907	0.0%	Shares	Sole	2026-08-04
2026-03-31	$627,193	1,907	0.0%	Shares	Sole	2026-04-23
2025-12-31	$656,198	1,907	-25.9%	Shares	Sole	2026-01-21
2025-09-30	$1,042,553	2,573	+0.5%	Shares	Sole	2025-10-21
2025-06-30	$938,231	2,559	+0.6%	Shares	Sole	2025-07-17
2025-03-31	$932,717	2,545	0.0%	Shares	Sole	2025-04-23
2024-12-31	$989,979	2,545	-4.5%	Shares	Sole	2025-01-28
2024-09-30	$1,079,858	2,665	0.0%	Shares	Sole	2024-10-25
2024-06-30	$917,399	2,665	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,022,294	2,665	-11.8%	Shares	Sole	2024-05-02
2023-12-31	$1,046,581	3,020	0.0%	Shares	Sole	2024-02-01
2023-09-30	$912,523	3,020	-1.5%	Shares	Sole	2023-10-30
2023-06-30	$952,422	3,066	+0.1%	Shares	Sole	2023-08-07
2023-03-31	$904,247	3,064	+11.6%	Shares	Sole	2023-05-12
2022-12-31	$867,351	2,746	-3.8%	Shares	Sole	2023-02-10
2022-09-30	$787,256	2,853	-9.4%	Shares	Sole	2022-11-09
2022-06-30	$863,676	3,149	-2.1%	Shares	Sole	2022-08-10
2022-03-31	$962,345	3,215	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$1,333,842	3,214	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.