Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$47,766,273
+$7,110,208 QoQ
Shares Held
135,438
+9.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#342
of 4,079 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Jun 30, 2026CallValue
$493,752
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $65,561,359 across 2 Home Improvement Retail names. HD ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
135,438 | $47,766,273 | |
| 2 | LOW |
Lowes Companies Inc
|
80,707 | $17,795,086 |
All Filings in HD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,752 | 1,400 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $47,766,273 | 135,438 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,656,065 | 123,616 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $460,446 | 1,400 | Call | Sole | 2026-04-21 | |
| 2025-12-31 | $963,480 | 2,800 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $41,293,032 | 120,003 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $567,266 | 1,400 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $28,070,752 | 69,278 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $25,384,320 | 69,235 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,998,562 | 60,025 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,327,450 | 52,257 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $21,141,310 | 52,175 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,556,928 | 51,002 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $38,360 | 100 | Call | Sole | 2024-05-07 | |
| 2024-03-31 | $13,893,992 | 36,220 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $103,965 | 300 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $13,263,508 | 38,273 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||