Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$672,913
-$250,281 QoQ
Shares Held
1,908
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,744
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, 2026Marin Bay Wealth Advisors, LLC holds $963,959 across 2 Home Improvement Retail names. HD ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,908 | $672,913 | |
| 2 | LOW |
Lowes Companies Inc
|
1,320 | $291,046 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,913 | 1,908 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $923,194 | 2,807 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $626,606 | 1,821 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||