Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,036,118
+$604,171 QoQ
Shares Held
17,115
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#1,031
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, 2026SGL Investment Advisors, Inc. holds $6,471,144 across 2 Home Improvement Retail names. HD ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
17,115 | $6,036,118 | |
| 2 | LOW |
Lowes Companies Inc
|
1,973 | $435,026 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,036,118 | 17,115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,431,947 | 16,516 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,603,324 | 16,284 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,444,546 | 15,905 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,956,433 | 16,246 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,900,122 | 16,099 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,188,830 | 15,910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,281,410 | 15,502 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||