Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,904,520
+$174,250 QoQ
Shares Held
11,071
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,312
of 4,083 holders
Holding Since
Sep 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 Jun 30, 2026Proactive Wealth Strategies LLC holds $4,542,177 across 2 Home Improvement Retail names. HD ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,071 | $3,904,520 | |
| 2 | LOW |
Lowes Companies Inc
|
2,892 | $637,657 |
All Filings in HD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,904,520 | 11,071 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,730,270 | 11,342 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,788,975 | 5,199 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,069,710 | 5,108 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,853,731 | 5,056 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $799,314 | 2,181 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $802,486 | 2,063 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $766,638 | 1,892 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||