Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,148
+$21,588 QoQ
Shares Held
783
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,579
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, 2026Frederick Financial Consultants, LLC holds $603,575 across 2 Home Improvement Retail names. HD ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,485 | $327,427 | |
| 2 | HD |
Home Depot, Inc.
This page
|
783 | $276,148 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,148 | 783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $254,560 | 774 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $250,504 | 728 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $281,607 | 695 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $259,947 | 709 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $227,956 | 622 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $234,560 | 603 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||