Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,192,763
+$109,729 QoQ
Shares Held
3,382
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,202
of 4,079 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,227,762 across 2 Home Improvement Retail names. HD ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,382 | $1,192,763 | |
| 2 | LOW |
Lowes Companies Inc
|
27,756 | $34,999 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,763 | 3,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,083,034 | 3,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $986,190 | 2,866 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,164,516 | 2,874 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $1,071,688 | 2,923 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $1,066,852 | 2,911 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $1,317,509 | 3,387 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||