Novak & Powell Financial Services, Inc.
Position in HD — Home Depot, Inc.
CIK 2011548
ST. PETERSBURG, FL
Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$224,304
+$15,459 QoQ
Shares Held
636
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,769
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, 2026Novak & Powell Financial Services, Inc. holds $433,328 across 2 Home Improvement Retail names. HD ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
636 | $224,304 | |
| 2 | LOW |
Lowes Companies Inc
|
948 | $209,024 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,304 | 636 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $208,845 | 635 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $211,277 | 614 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $248,381 | 613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,750 | 613 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $224,658 | 613 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $238,061 | 612 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $247,982 | 612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $238,214 | 692 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $265,067 | 691 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $326,450 | 942 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||