Catherine Avery Investment Management LLC
Position in HD — Home Depot, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,959,233
+$447,037 QoQ
Shares Held
16,897
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#1,041
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, 2026Catherine Avery Investment Management LLC holds $5,983,927 across 2 Home Improvement Retail names. HD ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,897 | $5,959,233 | |
| 2 | LOW |
Lowes Companies Inc
|
112 | $24,694 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,959,233 | 16,897 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,512,196 | 16,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,338,458 | 9,702 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $36,467 | 90 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $32,997 | 90 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $32,984 | 90 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $35,009 | 90 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||