Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,187,826
+$218,917 QoQ
Shares Held
3,368
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,208
of 4,083 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026TRB Wealth Management, LLC holds $2,074,857 across 2 Home Improvement Retail names. HD ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,368 | $1,187,826 | |
| 2 | LOW |
Lowes Companies Inc
|
4,023 | $887,031 |
All Filings in HD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,826 | 3,368 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $968,909 | 2,946 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||