Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,518,287
+$92,549 QoQ
Shares Held
4,305
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#2,002
of 4,086 holders
Holding Since
Dec 2025
3 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, 2026J. Derek Lewis & Associates Inc. holds $1,518,287 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,305 | $1,518,287 |
All Filings in HD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,287 | 4,305 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,425,738 | 4,335 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $1,447,972 | 4,208 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||