Synergy Investment Management, LLC
Position in HD — Home Depot, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$511,031
+$280,480 QoQ
Shares Held
1,449
+106.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,980
of 4,083 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $619,070 across 2 Home Improvement Retail names. HD ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,449 | $511,031 | |
| 2 | LOW |
Lowes Companies Inc
|
490 | $108,039 |
All Filings in HD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,031 | 1,449 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $230,551 | 701 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $192,773 | 526 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $216,667 | 557 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||