Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$742,038
+$83,930 QoQ
Shares Held
2,104
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#2,646
of 4,086 holders
Holding Since
Jun 2023
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, 2026Values Added Financial LLC holds $997,806 across 2 Home Improvement Retail names. HD ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,104 | $742,038 | |
| 2 | LOW |
Lowes Companies Inc
|
1,160 | $255,768 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,038 | 2,104 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $658,108 | 2,001 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $700,931 | 2,037 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $873,184 | 2,155 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $760,411 | 2,074 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $775,126 | 2,115 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $925,796 | 2,380 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $804,322 | 1,985 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $564,897 | 1,641 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $594,196 | 1,549 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $536,805 | 1,549 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $411,541 | 1,362 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $406,317 | 1,308 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||