Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$486,698
+$41,381 QoQ
Shares Held
1,380
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,026
of 4,083 holders
Holding Since
Mar 2023
12 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, 2026SWEENEY & MICHEL, LLC holds $728,796 across 2 Home Improvement Retail names. HD ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,380 | $486,698 | |
| 2 | LOW |
Lowes Companies Inc
|
1,098 | $242,098 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,698 | 1,380 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $445,317 | 1,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $455,244 | 1,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $575,774 | 1,421 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $500,830 | 1,366 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $499,892 | 1,364 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $550,261 | 1,358 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $370,746 | 1,077 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $413,904 | 1,079 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $323,613 | 1,071 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $332,384 | 1,070 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $370,670 | 1,256 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||