Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,574,564
+$334,495 QoQ
Shares Held
7,300
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,584
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, 2026PDS Planning, Inc holds $3,615,497 across 2 Home Improvement Retail names. HD ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,300 | $2,574,564 | |
| 2 | LOW |
Lowes Companies Inc
|
4,721 | $1,040,933 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,574,564 | 7,300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,240,069 | 6,811 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,380,827 | 6,919 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,055,132 | 7,540 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,798,563 | 7,633 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,569,827 | 7,012 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,568,500 | 6,603 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,735,910 | 6,752 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,262,001 | 6,571 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,175,012 | 5,670 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,940,333 | 5,599 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,782,744 | 5,900 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,830,290 | 5,892 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,500,094 | 5,083 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,157,626 | 3,665 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $972,688 | 3,525 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $978,595 | 3,568 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $888,112 | 2,967 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,045,410 | 2,519 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $894,180 | 2,724 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $852,074 | 2,672 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $883,698 | 2,895 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $741,079 | 2,790 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $737,597 | 2,656 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $600,472 | 2,397 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $382,195 | 2,047 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||