Position in HD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$389,076
-$33,134 QoQ
Shares Held
1,183
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $1,943,562 across 2 Home Improvement Retail names. HD ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
6,579 | $1,554,486 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,183 | $389,076 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $389,076 | 1,183 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $422,210 | 1,227 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $476,503 | 1,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $438,134 | 1,195 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $479,368 | 1,308 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $474,178 | 1,219 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $510,552 | 1,260 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $745,968 | 2,167 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||