Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,446,173
+$1,441,225 QoQ
Shares Held
46,632
+2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#603
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, 2026Cyndeo Wealth Partners, LLC holds $17,503,202 across 2 Home Improvement Retail names. HD ranks #1 (94.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
46,632 | $16,446,173 | |
| 2 | LOW |
Lowes Companies Inc
|
4,794 | $1,057,029 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,446,173 | 46,632 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,004,948 | 45,623 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,816,900 | 45,966 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $19,135,097 | 47,225 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,084,130 | 43,869 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $16,028,440 | 43,735 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,612,891 | 40,137 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,913,014 | 39,272 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,939,602 | 31,779 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,496,108 | 29,969 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,182,678 | 29,383 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,673,655 | 25,396 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,076,640 | 26,000 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $8,869,241 | 30,053 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,864,926 | 28,066 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||