Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$263,099
-$80,502 QoQ
Shares Held
746
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,630
of 4,083 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $615,883 across 2 Home Improvement Retail names. HD ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,600 | $352,784 | |
| 2 | HD |
Home Depot, Inc.
This page
|
746 | $263,099 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,099 | 746 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $343,601 | 848 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $310,910 | 848 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $320,312 | 874 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $339,977 | 874 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $354,144 | 874 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $297,767 | 865 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $329,512 | 859 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $314,667 | 908 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $272,850 | 903 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $277,090 | 892 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $268,559 | 910 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $281,747 | 892 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||