TRAPHAGEN INVESTMENT ADVISORS LLC

Position in HD — Home Depot, Inc.

CIK 2023380 ORADELL, NJ

Position in HD

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,056,525

+$159,837 QoQ

Shares Held

11,502

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.69%

of 13F equity value

Holder Rank

#1,288

of 4,086 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Cyclical · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $4,650,966 across 2 Home Improvement Retail names. HD ranks #1 (87.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	11,502	$4,056,525
2	LOW	Lowes Companies Inc	2,696	$594,441

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,056,525	11,502	-2.9%	Shares	Sole	2026-07-16
2026-03-31	$3,896,688	11,848	+0.0%	Shares	Sole	2026-04-22
2025-12-31	$4,076,552	11,847	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$4,786,509	11,813	+31.7%	Shares	Sole	2025-10-07
2025-06-30	$3,289,860	8,973	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$3,303,907	9,015	+6.4%	Shares	Sole	2025-04-17
2024-12-31	$3,297,079	8,476	+0.8%	Shares	Sole	2025-01-17
2024-09-30	$3,406,921	8,408	-1.3%	Shares	Sole	2024-10-21
2024-06-30	$2,931,892	8,517	-0.9%	Shares	Sole	2024-07-23
2024-03-31	$3,296,658	8,594	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$2,924,882	8,440	+0.1%	Shares	Sole	2024-06-17
2023-09-30	$2,546,906	8,429	+3.7%	Shares	Sole	2024-06-17
2023-06-30	$2,525,813	8,131	+54.6%	Shares	Sole	2024-06-17
2023-03-31	$1,551,740	5,258	+2.2%	Shares	Sole	2024-06-17
2022-12-31	$1,625,099	5,145	+8.5%	Shares	Sole	2024-06-17
2022-09-30	$1,308,783	4,743	+2.9%	Shares	Sole	2024-06-17
2022-06-30	$1,263,836	4,608	+15.3%	Shares	Sole	2024-06-17
2022-03-31	$1,196,721	3,998	+4.6%	Shares	Sole	2024-06-17
2021-12-31	$1,585,753	3,821	+6.1%	Shares	Sole	2024-06-17
2021-09-30	$1,181,736	3,600	+0.2%	Shares	Sole	2024-06-17
2021-06-30	$1,145,771	3,593	+1.0%	Shares	Sole	2024-06-17
2021-03-31	$1,086,384	3,559	-1.3%	Shares	Sole	2024-06-17
2020-12-31	$958,091	3,607	+10.5%	Shares	Sole	2024-06-17
2020-09-30	$906,723	3,265	+16.2%	Shares	Sole	2024-06-17
2020-06-30	$704,183	2,811	-1.3%	Shares	Sole	2024-06-17
2020-03-31	$531,936	2,849	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.