Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,020,704
-$2,016,246 QoQ
Shares Held
8,565
-44.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,485
of 4,083 holders
Holding Since
Dec 2023
11 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, 2026Frank, Rimerman Advisors LLC holds $4,118,303 across 2 Home Improvement Retail names. HD ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,565 | $3,020,704 | |
| 2 | LOW |
Lowes Companies Inc
|
4,978 | $1,097,599 |
All Filings in HD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,704 | 8,565 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,036,950 | 15,315 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,211,050 | 15,144 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $6,500,057 | 16,042 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,593,093 | 15,255 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,842,647 | 10,485 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,525,991 | 14,206 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,548,808 | 13,694 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,476,496 | 13,004 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,537 | 77 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $26,684 | 77 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||