Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$844,315
+$50,704 QoQ
Shares Held
2,394
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#2,525
of 4,083 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Compass Wealth Management, LLC/GA holds $1,276,916 across 2 Home Improvement Retail names. HD ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,394 | $844,315 | |
| 2 | LOW |
Lowes Companies Inc
|
1,962 | $432,601 |
All Filings in HD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,315 | 2,394 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $793,611 | 2,413 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $827,904 | 2,406 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $968,404 | 2,390 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $874,436 | 2,385 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||