Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$214,429
New position
Shares Held
608
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,800
of 4,083 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Ducere Wealth Management LLC holds $464,685 across 2 Home Improvement Retail names. HD ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,135 | $250,256 | |
| 2 | HD |
Home Depot, Inc.
This page
|
608 | $214,429 |
All Filings in HD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,429 | 608 | Shares | Defined | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||