Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$740,275
-$32,287 QoQ
Shares Held
2,099
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#2,645
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, 2026Stonebridge Financial Group, LLC / MO holds $1,087,987 across 2 Home Improvement Retail names. HD ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,099 | $740,275 | |
| 2 | LOW |
Lowes Companies Inc
|
1,577 | $347,712 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,275 | 2,099 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $772,562 | 2,349 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $820,334 | 2,384 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||