Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$698,659
+$28,053 QoQ
Shares Held
1,981
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,695
of 4,083 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CHAPMAN FINANCIAL GROUP, LLC holds $929,071 across 2 Home Improvement Retail names. HD ranks #1 (75.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,981 | $698,659 | |
| 2 | LOW |
Lowes Companies Inc
|
1,045 | $230,412 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,659 | 1,981 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $670,606 | 2,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $694,737 | 2,019 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $833,881 | 2,058 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $797,442 | 2,175 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $871,337 | 2,240 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||