Carson Advisory Inc.

Position in HD — Home Depot, Inc.

CIK 1909304 ATHENS, GA

Position in HD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,015,959

+$971,001 QoQ

Shares Held

31,235

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

6.18%

of 13F equity value

Holder Rank

#752

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

Carson Advisory Inc. holds $11,731,228 across 2 Home Improvement Retail names. HD ranks #1 (93.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	31,235	$11,015,959
2	LOW	Lowes Companies Inc	3,244	$715,269

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,015,959	31,235	+2.3%	Shares	Sole	2026-08-11
2026-03-31	$10,044,958	30,542	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$10,489,544	30,484	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$12,242,815	30,215	+363.8%	Shares	Sole	2025-11-06
2025-06-30	$2,388,292	6,514	-0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,388,415	6,517	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$2,543,994	6,540	-2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,722,133	6,718	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$2,309,161	6,708	+1.4%	Shares	Sole	2024-08-07
2024-03-31	$2,538,664	6,618	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$2,283,071	6,588	+0.1%	Shares	Sole	2024-02-06
2023-09-30	$1,989,421	6,584	-6.0%	Shares	Sole	2023-11-09
2023-06-30	$2,175,101	7,002	-1.8%	Shares	Sole	2023-07-28
2023-03-31	$2,104,205	7,130	-0.7%	Shares	Sole	2023-05-05
2022-12-31	$2,268,506	7,182	+3.2%	Shares	Sole	2023-02-08
2022-09-30	$1,919,990	6,958	+2.3%	Shares	Sole	2022-11-07
2022-06-30	$1,866,133	6,804	+7.1%	Shares	Sole	2022-08-03
2022-03-31	$1,901,344	6,352	+15.5%	Shares	Sole	2022-05-03
2021-12-31	$2,281,724	5,498	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.