Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,637,237
+$1,008,769 QoQ
Shares Held
15,984
+13.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,074
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Cove Private Wealth, LLC holds $5,884,847 across 2 Home Improvement Retail names. HD ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
15,984 | $5,637,237 | |
| 2 | LOW |
Lowes Companies Inc
|
1,123 | $247,610 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,637,237 | 15,984 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,628,468 | 14,073 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,332,907 | 12,592 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,144,688 | 10,229 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,732,028 | 10,179 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,184,431 | 8,689 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,998,334 | 7,708 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,584,365 | 6,378 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,195,562 | 6,378 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,446,600 | 6,378 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,210,295 | 6,378 | Shares | Sole | 2024-03-12 | |
| No filing history on record for this holder in this stock. | ||||||