Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,170,192
+$103,273 QoQ
Shares Held
3,318
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,218
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, 2026Guardian Asset Advisors, LLC holds $1,451,096 across 2 Home Improvement Retail names. HD ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,318 | $1,170,192 | |
| 2 | LOW |
Lowes Companies Inc
|
1,274 | $280,904 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,192 | 3,318 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,066,919 | 3,244 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,147,229 | 3,334 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,362,248 | 3,362 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,233,376 | 3,364 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,229,940 | 3,356 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,352,907 | 3,478 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,408,880 | 3,477 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,202,086 | 3,492 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,348,354 | 3,515 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,242,381 | 3,585 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||