Cornerstone Financial Management LLC

Position in HD — Home Depot, Inc.

CIK 2110329 PROVIDENCE, RI

Position in HD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$284,965

+$16,920 QoQ

Shares Held

808

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#3,547

of 4,083 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Cornerstone Financial Management LLC holds $362,790 across 4 Home Improvement Retail names. HD ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	808	$284,965
2	LOW	Lowes Companies Inc	329	$72,541
3	FND	Floor & Decor Holdings, Inc.	77	$4,570
4	HVT	Haverty Furniture Companies Inc	28	$714

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,965	808	-0.9%	Shares	Sole	2026-08-12
2026-03-31	$268,045	815	+3.2%	Shares	Sole	2026-05-08
2025-12-31	$271,839	790	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.