Position in HD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,330,308
New position
Shares Held
3,772
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,112
of 4,083 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $2,171,036 across 2 Home Improvement Retail names. HD ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,772 | $1,330,308 | |
| 2 | LOW |
Lowes Companies Inc
|
3,813 | $840,728 |
All Filings in HD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,308 | 3,772 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||