Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,618,897
+$1,627,817 QoQ
Shares Held
15,932
+31.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,077
of 4,083 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, 2026Asset One Wealth Management LLC holds $6,182,689 across 2 Home Improvement Retail names. HD ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
15,932 | $5,618,897 | |
| 2 | LOW |
Lowes Companies Inc
|
2,557 | $563,792 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,618,897 | 15,932 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,991,080 | 12,135 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,303,015 | 9,599 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||