Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,665,908
-$582,867 QoQ
Shares Held
7,559
-23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,564
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $4,539,632 across 2 Home Improvement Retail names. HD ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,559 | $2,665,908 | |
| 2 | LOW |
Lowes Companies Inc
|
8,498 | $1,873,724 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,665,908 | 7,559 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,248,775 | 9,878 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,337,770 | 9,700 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,565,672 | 8,800 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,218,732 | 8,779 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,177,101 | 8,669 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,430,502 | 8,819 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||