Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$166,112
+$11,205 QoQ
Shares Held
471
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,892
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $245,488 across 2 Home Improvement Retail names. HD ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
471 | $166,112 | |
| 2 | LOW |
Lowes Companies Inc
|
360 | $79,376 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,112 | 471 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $154,907 | 471 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $127,661 | 371 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $150,325 | 371 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $136,023 | 371 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $135,967 | 371 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $158,318 | 407 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||