Trifecta Capital Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1962615 NORTHBROOK, IL

Position in HD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,450,012

+$529,180 QoQ

Shares Held

21,124

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#919

of 4,079 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $8,317,555 across 3 Home Improvement Retail names. HD ranks #1 (89.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	21,124	$7,450,012
2	LOW	Lowes Companies Inc	3,933	$867,187
3	FND	Floor & Decor Holdings, Inc.	6	$356

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,450,012	21,124	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$6,920,832	21,043	+0.9%	Shares	Sole	2026-05-01
2025-12-31	$7,177,926	20,860	+2.1%	Shares	Sole	2026-01-30
2025-09-30	$8,280,057	20,435	+6.5%	Shares	Sole	2025-11-03
2025-06-30	$7,036,554	19,192	+8.1%	Shares	Sole	2025-07-23
2025-03-31	$6,508,495	17,759	+2.4%	Shares	Sole	2025-04-21
2024-12-31	$6,744,697	17,339	+6.5%	Shares	Sole	2025-02-04
2024-09-30	$6,597,871	16,283	+6.0%	Shares	Sole	2024-10-16
2024-06-30	$5,289,591	15,366	+5.2%	Shares	Sole	2024-08-07
2024-03-31	$5,600,560	14,600	+4.6%	Shares	Sole	2024-04-16
2023-12-31	$4,837,838	13,960	+2.6%	Shares	Sole	2024-01-25
2023-09-30	$4,113,001	13,612	+3.3%	Shares	Sole	2023-11-01
2023-06-30	$4,094,235	13,180	+2.9%	Shares	Sole	2023-08-14
2023-03-31	$3,779,601	12,807	+2.1%	Shares	Sole	2023-05-09
2022-12-31	$3,962,463	12,545	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.