Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,944,573
+$355,900 QoQ
Shares Held
14,020
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
#1,153
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026BIRCH FINANCIAL GROUP, LLC holds $5,286,332 across 2 Home Improvement Retail names. HD ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
14,020 | $4,944,573 | |
| 2 | LOW |
Lowes Companies Inc
|
1,550 | $341,759 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,944,573 | 14,020 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,588,673 | 13,952 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,797,098 | 13,941 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,646,727 | 13,936 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,684,344 | 4,594 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,667,163 | 4,549 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $1,655,930 | 4,257 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||