Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,846,224
+$821,946 QoQ
Shares Held
19,412
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#969
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, 2026Tulsa Wealth Advisors, INC holds $7,387,306 across 2 Home Improvement Retail names. HD ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
19,412 | $6,846,224 | |
| 2 | LOW |
Lowes Companies Inc
|
2,454 | $541,082 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,846,224 | 19,412 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,024,278 | 18,317 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,238,442 | 23,942 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||