Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,726,416
+$1,138,381 QoQ
Shares Held
10,566
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,339
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $5,085,075 across 2 Home Improvement Retail names. HD ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,566 | $3,726,416 | |
| 2 | LOW |
Lowes Companies Inc
|
6,162 | $1,358,659 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,726,416 | 10,566 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,588,035 | 7,869 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,421,775 | 7,038 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,731,376 | 4,273 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,079,754 | 2,945 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $782,822 | 2,136 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $825,436 | 2,122 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||