Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$270,505
-$10,695 QoQ
Shares Held
767
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,596
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, 2026VALLEY NATIONAL ADVISERS INC holds $3,426,378 across 2 Home Improvement Retail names. HD ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
14,313 | $3,155,873 | |
| 2 | HD |
Home Depot, Inc.
This page
|
767 | $270,505 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,505 | 767 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $281,200 | 855 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $275,968 | 802 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $292,141 | 721 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,108,546 | 5,751 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,115,746 | 5,773 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,162,783 | 5,560 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,220,090 | 5,479 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $432,365 | 1,256 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $581,921 | 1,517 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $505,616 | 1,459 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $342,649 | 1,134 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $327,725 | 1,055 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $308,400 | 1,045 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $328,178 | 1,039 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $297,739 | 1,079 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $368,344 | 1,343 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $403,496 | 1,348 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $607,574 | 1,464 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $449,716 | 1,370 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $441,024 | 1,383 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $447,496 | 1,466 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $395,242 | 1,488 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $419,897 | 1,512 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $380,775 | 1,520 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $306,951 | 1,644 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||