Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,165
-$7,528 QoQ
Shares Held
43
-37.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4,051
of 4,083 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $17,623 across 3 Home Improvement Retail names. HD ranks #1 (86.1% of the industry book) .
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,165 | 43 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $22,693 | 69 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,366 | 65 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,293 | 18 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,599 | 18 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,198 | 6 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||