Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$632,002
+$28,160 QoQ
Shares Held
1,792
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,799
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, 2026Kapstone Financial Advisors LLC holds $868,146 across 2 Home Improvement Retail names. HD ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,792 | $632,002 | |
| 2 | LOW |
Lowes Companies Inc
|
1,071 | $236,144 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,002 | 1,792 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $603,842 | 1,836 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $596,669 | 1,734 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $702,599 | 1,734 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $635,753 | 1,734 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $637,326 | 1,739 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $677,231 | 1,741 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $705,453 | 1,741 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $599,321 | 1,741 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $667,847 | 1,741 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $612,007 | 1,766 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $538,449 | 1,782 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $553,560 | 1,782 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $532,986 | 1,806 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $570,443 | 1,806 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||