Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$454,251
+$63,859 QoQ
Shares Held
1,288
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,100
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, 2026Forza Wealth Management, LLC holds $1,425,950 across 2 Home Improvement Retail names. HD ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,407 | $971,699 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,288 | $454,251 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,251 | 1,288 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $390,392 | 1,187 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $408,446 | 1,187 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $467,994 | 1,155 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $423,469 | 1,155 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $454,447 | 1,240 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $482,347 | 1,240 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $502,448 | 1,240 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $408,957 | 1,188 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $455,716 | 1,188 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $411,701 | 1,188 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $358,966 | 1,188 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $369,040 | 1,188 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $350,602 | 1,188 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $375,241 | 1,188 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||