Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$341,041
+$128,757 QoQ
Shares Held
967
+67.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,382
of 4,086 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Convergence Financial, LLC holds $3,919,373 across 2 Home Improvement Retail names. HD ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
16,229 | $3,578,332 | |
| 2 | HD |
Home Depot, Inc.
This page
|
967 | $341,041 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,041 | 967 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $212,284 | 579 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $218,061 | 595 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $216,667 | 557 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $232,990 | 575 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $206,199 | 599 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $299,208 | 780 | Shares | Sole | 2024-10-23 | |
| 2023-12-31 | $270,309 | 780 | Shares | Sole | 2024-10-23 | |
| 2023-09-30 | $235,684 | 780 | Shares | Sole | 2024-10-23 | |
| 2023-06-30 | $296,039 | 953 | Shares | Sole | 2024-10-23 | |
| 2023-03-31 | $281,249 | 953 | Shares | Sole | 2024-10-23 | |
| 2022-12-31 | $308,595 | 977 | Shares | Sole | 2024-10-23 | |
| 2022-09-30 | $262,970 | 953 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||