Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$659,511
+$36,594 QoQ
Shares Held
1,870
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,761
of 4,083 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $739,989 across 2 Home Improvement Retail names. HD ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,870 | $659,511 | |
| 2 | LOW |
Lowes Companies Inc
|
365 | $80,478 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,511 | 1,870 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $622,917 | 1,894 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $604,927 | 1,758 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $719,617 | 1,776 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $650,786 | 1,775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $650,153 | 1,774 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $710,295 | 1,826 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $709,100 | 1,750 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $602,075 | 1,749 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $670,532 | 1,748 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $613,393 | 1,770 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $578,334 | 1,914 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $833,136 | 2,682 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $789,150 | 2,674 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $841,766 | 2,665 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $733,724 | 2,659 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $684,852 | 2,497 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $745,631 | 2,491 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $987,308 | 2,379 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $780,930 | 2,379 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $713,994 | 2,239 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $2,239 | 683,352 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $544,786 | 2,051 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $497,934 | 1,793 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $449,164 | 1,793 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $334,771 | 1,793 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||