Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$637,998
-$14,848 QoQ
Shares Held
1,809
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,786
of 4,083 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $652,991 across 2 Home Improvement Retail names. HD ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,809 | $637,998 | |
| 2 | LOW |
Lowes Companies Inc
|
68 | $14,993 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,998 | 1,809 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $652,846 | 1,985 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $922,876 | 2,682 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||