Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,776,801
+$71,836 QoQ
Shares Held
5,038
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,878
of 4,083 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $1,981,856 across 2 Home Improvement Retail names. HD ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,038 | $1,776,801 | |
| 2 | LOW |
Lowes Companies Inc
|
930 | $205,055 |
All Filings in HD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,801 | 5,038 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,704,965 | 5,184 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||