Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,098
New position
Shares Held
298
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,936
of 4,083 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Downshift Financial, LLC holds $121,634 across 2 Home Improvement Retail names. HD ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
298 | $105,098 | |
| 2 | LOW |
Lowes Companies Inc
|
75 | $16,536 |
All Filings in HD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,098 | 298 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||