Clearstead Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 842775 CLEVELAND, OH

Position in HD

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$26,713,746

-$503,217 QoQ

Shares Held

75,745

-8.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#465

of 4,083 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Clearstead Advisors, LLC holds $47,194,502 across 4 Home Improvement Retail names. HD ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	75,745	$26,713,746
2	LOW	Lowes Companies Inc	92,845	$20,471,394
3	FND	Floor & Decor Holdings, Inc.	156	$9,260
4	HVT	Haverty Furniture Companies Inc	4	$102

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,713,746	75,745	-8.5%	Shares	Sole	2026-08-06
2026-03-31	$27,216,963	82,754	+13.9%	Shares	Sole	2026-05-06
2025-12-31	$24,996,800	72,644	+3.8%	Shares	Sole	2026-02-09
2025-09-30	$28,368,972	70,014	+0.8%	Shares	Sole	2025-11-10
2025-06-30	$25,456,915	69,433	+1.8%	Shares	Sole	2025-08-08
2025-03-31	$24,987,288	68,180	-3.4%	Shares	Sole	2025-05-13
2024-12-31	$27,466,972	70,611	-0.9%	Shares	Sole	2025-02-10
2024-09-30	$28,868,068	71,244	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$24,605,586	71,478	+58.7%	Shares	Sole	2024-08-12
2024-03-31	$17,279,645	45,046	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$15,600,987	45,018	-11.8%	Shares	Sole	2024-02-12
2023-09-30	$15,427,685	51,058	+12.6%	Shares	Sole	2023-11-07
2023-06-30	$14,090,319	45,359	+6.5%	Shares	Sole	2023-08-07
2023-03-31	$12,568,570	42,588	+1.2%	Shares	Sole	2023-05-09
2022-12-31	$13,289,493	42,074	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$11,476,620	41,591	-13.6%	Shares	Sole	2022-11-15
2022-06-30	$13,197,323	48,118	+2.9%	Shares	Sole	2022-08-12
2022-03-31	$13,999,364	46,769	+1.6%	Shares	Sole	2022-05-04
2021-12-31	$19,100,420	46,024	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$15,133,442	46,102	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$14,837,632	46,529	-2.7%	Shares	Sole	2021-08-12
2021-03-31	$14,589,729	47,796	+9.1%	Shares	Sole	2021-05-14
2020-12-31	$11,636,812	43,810	+11.2%	Shares	Sole	2021-02-11
2020-09-30	$10,937,330	39,384	-3.3%	Shares	Sole	2020-11-12
2020-06-30	$10,204,775	40,736	+38.3%	Shares	Sole	2020-08-11
2020-03-31	$5,500,476	29,460	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.