Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,431,929
+$2,329,490 QoQ
Shares Held
9,731
+190.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,390
of 4,083 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Excelsior Advisor Network LLC holds $3,825,062 across 2 Home Improvement Retail names. HD ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
9,731 | $3,431,929 | |
| 2 | LOW |
Lowes Companies Inc
|
1,783 | $393,133 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,431,929 | 9,731 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,102,439 | 3,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,165,122 | 3,386 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||