Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,033,048
+$247,679 QoQ
Shares Held
8,600
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,481
of 4,086 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, 2026AssuredPartners Investment Advisors, LLC holds $3,777,201 across 2 Home Improvement Retail names. HD ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,600 | $3,033,048 | |
| 2 | LOW |
Lowes Companies Inc
|
3,375 | $744,153 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,033,048 | 8,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,785,369 | 8,469 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,148,605 | 3,338 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,773,111 | 4,376 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,654,646 | 4,513 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,771,246 | 4,833 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,980,737 | 5,092 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||