Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,117,995
-$2,533 QoQ
Shares Held
3,170
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,265
of 4,083 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,742,422 across 2 Home Improvement Retail names. HD ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,170 | $1,117,995 | |
| 2 | LOW |
Lowes Companies Inc
|
2,832 | $624,427 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,995 | 3,170 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,120,528 | 3,407 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,208,823 | 3,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,485,021 | 3,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,336,769 | 3,646 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,252,296 | 3,417 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,682,381 | 4,325 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,757,352 | 4,337 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,160,088 | 3,370 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,307,308 | 3,408 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,100,642 | 3,176 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $1,301,471 | 3,136 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||