Position in HD
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$536,073
-$17,448 QoQ
Shares Held
1,520
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,944
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, 2026Roxbury Financial LLC holds $1,938,168 across 2 Home Improvement Retail names. HD ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
6,359 | $1,402,095 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,520 | $536,073 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,073 | 1,520 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $553,521 | 1,683 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $577,743 | 1,679 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $684,771 | 1,690 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $649,686 | 1,772 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $646,121 | 1,763 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $704,460 | 1,811 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||