Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$993,146
+$61,072 QoQ
Shares Held
2,816
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#2,376
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, 2026Pine Harbor Wealth Management, LLC holds $1,272,727 across 2 Home Improvement Retail names. HD ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,816 | $993,146 | |
| 2 | LOW |
Lowes Companies Inc
|
1,268 | $279,581 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,146 | 2,816 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $932,074 | 2,834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $973,458 | 2,829 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,144,256 | 2,824 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $955,830 | 2,607 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $701,828 | 1,915 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $745,693 | 1,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $774,337 | 1,911 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $655,777 | 1,905 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $704,289 | 1,836 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $639,384 | 1,845 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||