Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$332,929
+$22,457 QoQ
Shares Held
944
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,398
of 4,083 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $627,062 across 2 Home Improvement Retail names. HD ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
944 | $332,929 | |
| 2 | LOW |
Lowes Companies Inc
|
1,334 | $294,133 |
All Filings in HD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,929 | 944 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $310,472 | 944 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $324,486 | 943 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||