Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,644,739
-$589,002 QoQ
Shares Held
27,347
-12.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#804
of 4,086 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Fiduciary Alliance LLC holds $11,346,921 across 2 Home Improvement Retail names. HD ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,347 | $9,644,739 | |
| 2 | LOW |
Lowes Companies Inc
|
7,720 | $1,702,182 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,644,739 | 27,347 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10,233,741 | 31,116 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,455,342 | 39,103 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,305,673 | 45,178 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $16,652,788 | 45,420 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $16,204,355 | 44,215 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $18,730,257 | 48,151 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $16,013,909 | 39,521 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $11,962,684 | 34,751 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $13,071,170 | 34,075 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $12,154,894 | 35,074 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $10,686,794 | 35,368 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $10,313,248 | 33,200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,888,424 | 30,118 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $9,271,754 | 29,354 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||