Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$368,903
+$37,053 QoQ
Shares Held
1,046
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3,306
of 4,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Hughes Financial Services, LLC holds $449,161 across 2 Home Improvement Retail names. HD ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,046 | $368,903 | |
| 2 | LOW |
Lowes Companies Inc
|
364 | $80,258 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,903 | 1,046 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $331,850 | 1,009 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $335,153 | 974 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $404,379 | 998 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $363,340 | 991 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $360,992 | 985 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $384,322 | 988 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||