Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$448,961
-$16,747 QoQ
Shares Held
1,273
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,118
of 4,083 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026ALLIUM FINANCIAL ADVISORS, LLC holds $721,707 across 2 Home Improvement Retail names. HD ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,273 | $448,961 | |
| 2 | LOW |
Lowes Companies Inc
|
1,237 | $272,746 |
All Filings in HD
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,961 | 1,273 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $465,708 | 1,416 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $462,814 | 1,345 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $624,802 | 1,542 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $606,789 | 1,655 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $617,535 | 1,685 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||