Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$186,215
+$8,944 QoQ
Shares Held
528
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,878
of 4,086 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, 2026Sunrise Financial Services, LLC holds $204,074 across 2 Home Improvement Retail names. HD ranks #1 (91.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
528 | $186,215 | |
| 2 | LOW |
Lowes Companies Inc
|
81 | $17,859 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,215 | 528 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $177,271 | 539 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $178,932 | 520 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||