Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,226,116
-$1,479,487 QoQ
Shares Held
6,312
-44.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,697
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026CVFG LLC holds $3,203,327 across 2 Home Improvement Retail names. HD ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,312 | $2,226,116 | |
| 2 | LOW |
Lowes Companies Inc
|
4,432 | $977,211 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,116 | 6,312 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,705,603 | 11,267 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,015,439 | 2,951 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,204,224 | 2,972 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,080,121 | 2,946 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,008,946 | 2,753 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,070,889 | 2,753 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||