Quantum Financial Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1929139 SANTA MONICA, CA

Position in HD

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$796,351

+$34,642 QoQ

Shares Held

2,258

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,585

of 4,086 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Quantum Financial Advisors, LLC holds $1,365,215 across 2 Home Improvement Retail names. HD ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	2,258	$796,351
2	LOW	Lowes Companies Inc	2,580	$568,864

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,351	2,258	-2.5%	Shares	Sole	2026-07-08
2026-03-31	$761,709	2,316	+12.0%	Shares	Sole	2026-04-08
2025-12-31	$711,254	2,067	+24.7%	Shares	Sole	2026-01-12
2025-09-30	$671,399	1,657	-0.6%	Shares	Sole	2025-10-08
2025-06-30	$611,188	1,667	+3.0%	Shares	Sole	2025-07-11
2025-03-31	$593,347	1,619	-0.2%	Shares	Sole	2025-04-09
2024-12-31	$631,330	1,623	+3.4%	Shares	Sole	2025-01-14
2024-09-30	$635,758	1,569	0.0%	Shares	Sole	2024-10-04
2024-06-30	$540,112	1,569	0.0%	Shares	Sole	2024-07-15
2024-03-31	$601,868	1,569	-0.9%	Shares	Sole	2024-04-26
2023-12-31	$548,935	1,584	-27.1%	Shares	Sole	2024-01-09
2023-09-30	$656,895	2,174	+38.6%	Shares	Sole	2023-11-29
2023-06-30	$487,083	1,568	0.0%	Shares	Sole	2023-08-10
2023-03-31	$462,748	1,568	0.0%	Shares	Sole	2023-04-07
2022-12-31	$495,268	1,568	-5.2%	Shares	Sole	2023-01-18
2022-09-30	$456,404	1,654	0.0%	Shares	Sole	2022-10-24
2022-06-30	$453,642	1,654	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.