Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,217,195
+$297,001 QoQ
Shares Held
14,793
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,127
of 4,083 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $7,221,449 across 2 Home Improvement Retail names. HD ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
14,793 | $5,217,195 | |
| 2 | LOW |
Lowes Companies Inc
|
9,090 | $2,004,254 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,217,195 | 14,793 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,920,194 | 14,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,443,019 | 12,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,094,048 | 12,572 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,936,613 | 10,737 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,984,479 | 10,872 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||