Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,050,986
+$107,730 QoQ
Shares Held
2,980
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#2,321
of 4,083 holders
Holding Since
Dec 2022
15 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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,299,037 across 2 Home Improvement Retail names. HD ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,980 | $1,050,986 | |
| 2 | LOW |
Lowes Companies Inc
|
1,125 | $248,051 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,986 | 2,980 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $943,256 | 2,868 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $978,276 | 2,843 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,235,019 | 3,048 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,090,387 | 2,974 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $826,434 | 2,255 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $931,242 | 2,394 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $984,636 | 2,430 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $992,788 | 2,884 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $951,711 | 2,481 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $886,821 | 2,559 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $776,853 | 2,571 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $784,676 | 2,526 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $599,978 | 2,033 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $598,870 | 1,896 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||