Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,013,138
+$768,544 QoQ
Shares Held
31,227
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#751
of 4,079 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $12,442,574 across 2 Home Improvement Retail names. HD ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
31,227 | $11,013,138 | |
| 2 | LOW |
Lowes Companies Inc
|
6,483 | $1,429,436 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,013,138 | 31,227 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,244,594 | 31,149 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,487,135 | 30,477 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $11,395,158 | 28,123 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $10,363,446 | 28,266 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $9,363,453 | 25,549 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $8,764,722 | 22,532 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $9,007,190 | 22,229 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $7,273,102 | 21,128 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $7,788,998 | 20,305 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $7,082,095 | 20,436 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $6,033,833 | 19,969 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $5,913,032 | 19,035 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $5,411,025 | 18,335 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $5,529,129 | 17,505 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $4,965,264 | 17,994 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $4,608,558 | 16,803 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $5,322,087 | 17,780 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $7,266,410 | 17,509 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $5,436,313 | 16,561 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $5,222,461 | 16,377 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $4,726,491 | 15,484 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $3,985,628 | 15,005 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $4,090,946 | 14,731 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $3,834,807 | 15,308 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $2,369,910 | 12,693 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||