Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,275,844
+$300,860 QoQ
Shares Held
6,453
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,677
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, 2026Cassaday & Co Wealth Management LLC holds $2,798,142 across 3 Home Improvement Retail names. HD ranks #1 (81.3% of the industry book) .
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,275,844 | 6,453 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,974,984 | 6,005 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,139,957 | 6,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,504,884 | 6,182 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,305,065 | 6,287 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,323,180 | 6,339 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,528,435 | 6,500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,637,852 | 6,510 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,148,057 | 6,240 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,450,053 | 6,387 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,965,285 | 5,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,747,391 | 5,783 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,709,451 | 5,503 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,694,579 | 5,742 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,759,656 | 5,571 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||