Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$367,139
+$24,765 QoQ
Shares Held
1,041
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#3,312
of 4,083 holders
Holding Since
Jun 2021
21 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, 2026Beacon Financial Strategies CORP holds $410,134 across 2 Home Improvement Retail names. HD ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,041 | $367,139 | |
| 2 | LOW |
Lowes Companies Inc
|
195 | $42,995 |
All Filings in HD
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,139 | 1,041 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $342,374 | 1,041 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $358,208 | 1,041 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $421,802 | 1,041 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $381,672 | 1,041 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $381,516 | 1,041 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $404,938 | 1,041 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $421,813 | 1,041 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $358,353 | 1,041 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $420,809 | 1,097 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $380,165 | 1,097 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $333,886 | 1,105 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $340,772 | 1,097 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $327,878 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $350,920 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $306,569 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $304,713 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $332,555 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $461,076 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $364,696 | 1,111 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $618,327 | 1,939 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||