Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,196,643
+$300,418 QoQ
Shares Held
3,393
+24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,200
of 4,083 holders
Holding Since
Jun 2024
9 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, 2026Mattson Financial Services, LLC holds $3,901,834 across 2 Home Improvement Retail names. HD ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
12,269 | $2,705,191 | |
| 2 | HD |
Home Depot, Inc.
This page
|
3,393 | $1,196,643 |
All Filings in HD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,643 | 3,393 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $896,225 | 2,725 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $910,832 | 2,647 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,115,893 | 2,754 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $897,168 | 2,447 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,108,995 | 3,026 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $1,201,589 | 3,089 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $1,614,720 | 3,985 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,381,431 | 4,013 | Shares | Sole | 2024-09-30 | |
| No filing history on record for this holder in this stock. | ||||||