Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$794,235
+$148,296 QoQ
Shares Held
2,252
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,585
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, 2026Peak Retirement Planning, Inc. holds $1,051,326 across 2 Home Improvement Retail names. HD ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,252 | $794,235 | |
| 2 | LOW |
Lowes Companies Inc
|
1,166 | $257,091 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,235 | 2,252 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $645,939 | 1,964 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $634,176 | 1,843 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $683,555 | 1,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $278,646 | 760 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $234,920 | 641 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $247,786 | 637 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||