Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,512,644
+$151,698 QoQ
Shares Held
4,289
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#2,004
of 4,083 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $2,091,209 across 2 Home Improvement Retail names. HD ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,289 | $1,512,644 | |
| 2 | LOW |
Lowes Companies Inc
|
2,624 | $578,565 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,644 | 4,289 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,360,946 | 4,138 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,138,970 | 3,310 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $1,487,452 | 3,671 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,117,152 | 3,047 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $982,926 | 2,682 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,256,048 | 3,229 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||