Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,419,537
+$1,149,848 QoQ
Shares Held
4,025
+390.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#2,057
of 4,079 holders
Holding Since
Dec 2025
3 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, 2026COFG Advisors, LLC holds $1,898,441 across 2 Home Improvement Retail names. HD ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,025 | $1,419,537 | |
| 2 | LOW |
Lowes Companies Inc
|
2,172 | $478,904 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,419,537 | 4,025 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $269,689 | 820 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $277,000 | 805 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||