Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$458,484
-$42,744 QoQ
Shares Held
1,300
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,083
of 4,083 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $1,915,040 across 2 Home Improvement Retail names. HD ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
6,606 | $1,456,556 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,300 | $458,484 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,484 | 1,300 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $501,228 | 1,524 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $582,905 | 1,694 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $666,537 | 1,645 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $605,322 | 1,651 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $510,154 | 1,392 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $597,099 | 1,535 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $621,576 | 1,534 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $512,917 | 1,490 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $584,606 | 1,524 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||