Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,125,097
+$167,390 QoQ
Shares Held
8,861
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#1,454
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, 2026Taylor Financial Group, Inc. holds $4,646,698 across 2 Home Improvement Retail names. HD ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,861 | $3,125,097 | |
| 2 | LOW |
Lowes Companies Inc
|
6,901 | $1,521,601 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,125,097 | 8,861 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,957,707 | 8,993 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,094,491 | 8,993 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,643,873 | 8,993 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,297,193 | 8,993 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,295,844 | 8,993 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,365,930 | 8,653 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,506,195 | 8,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,985,593 | 8,673 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,326,962 | 8,673 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,005,628 | 8,673 | Shares | Sole | 2024-09-17 | |
| No filing history on record for this holder in this stock. | ||||||