Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,856,908
+$655,164 QoQ
Shares Held
10,936
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,303
of 4,020 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $4,147,513 across 2 Home Improvement Retail names. HD ranks #1 (93.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,936 | $3,856,908 | |
| 2 | LOW |
Lowes Companies Inc
|
1,318 | $290,605 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,856,908 | 10,936 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,201,744 | 9,735 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,021,152 | 11,686 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,916,170 | 12,133 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,418,205 | 14,778 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,955,311 | 13,521 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $879,117 | 2,260 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $676,684 | 1,670 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $216,182 | 628 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $324,909 | 847 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||