Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$41,880,750
+$3,037,197 QoQ
Shares Held
118,750
+0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#371
of 4,083 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, 2026CAPITAL ADVISORS INC/OK holds $42,855,977 across 2 Home Improvement Retail names. HD ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
118,750 | $41,880,750 | |
| 2 | LOW |
Lowes Companies Inc
|
4,423 | $975,227 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,880,750 | 118,750 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $38,843,553 | 118,105 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $38,949,367 | 113,192 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $44,113,845 | 108,872 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $32,116,197 | 87,596 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $31,785,311 | 86,729 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $38,357,136 | 98,607 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $40,490,420 | 99,927 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $33,626,051 | 97,682 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,753,799 | 114,061 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $38,747,408 | 111,809 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $33,480,234 | 110,803 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $33,440,706 | 107,651 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $28,049,975 | 95,046 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $29,289,381 | 92,729 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $25,212,085 | 91,368 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $19,347,554 | 70,542 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,151,609 | 57,300 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $23,578,793 | 56,815 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $18,691,780 | 56,942 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $17,713,382 | 55,547 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,489,910 | 54,021 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $13,836,677 | 52,092 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $14,107,668 | 50,800 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $12,496,941 | 49,886 | Shares | Sole | 2020-09-02 | |
| 2020-03-31 | $21,271,123 | 113,926 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||