Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$298,014
+$20,431 QoQ
Shares Held
845
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#3,498
of 4,083 holders
Holding Since
Jun 2020
25 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, 2026PLANNING DIRECTIONS INC holds $563,042 across 2 Home Improvement Retail names. HD ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
845 | $298,014 | |
| 2 | LOW |
Lowes Companies Inc
|
1,202 | $265,028 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,014 | 845 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $277,583 | 844 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $326,550 | 949 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $431,122 | 1,064 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $429,702 | 1,172 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,326,565 | 14,534 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $550,809 | 1,416 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $571,332 | 1,410 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $646,482 | 1,878 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $717,332 | 1,870 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $645,622 | 1,863 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $560,506 | 1,855 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $574,062 | 1,848 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $609,717 | 2,066 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $644,986 | 2,042 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $560,986 | 2,033 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $554,573 | 2,022 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $639,668 | 2,137 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $882,726 | 2,127 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $695,911 | 2,120 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $673,495 | 2,112 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $641,940 | 2,103 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $555,942 | 2,093 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $578,747 | 2,084 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $514,798 | 2,055 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||