Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,255,388
+$135,692 QoQ
Shares Held
6,395
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,680
of 4,079 holders
Holding Since
Mar 2020
26 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, 2026AVITY INVESTMENT MANAGEMENT INC. holds $4,286,762 across 2 Home Improvement Retail names. HD ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,395 | $2,255,388 | |
| 2 | LOW |
Lowes Companies Inc
|
9,213 | $2,031,374 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,388 | 6,395 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,119,696 | 6,445 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,320,954 | 6,745 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,733,006 | 6,745 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,638,708 | 7,197 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,060,924 | 8,352 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $11,799,233 | 30,333 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $12,302,682 | 30,362 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,082,789 | 29,290 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $11,873,570 | 30,953 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,956,178 | 31,615 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $13,967,346 | 46,225 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $16,578,856 | 53,370 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $16,067,218 | 54,443 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $17,121,507 | 54,206 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $15,329,846 | 55,555 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $23,210,098 | 84,625 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,428,866 | 94,975 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $45,524,521 | 109,695 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $39,262,850 | 119,609 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $38,348,754 | 120,257 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $38,258,508 | 125,335 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $30,112,011 | 113,365 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $30,150,696 | 108,569 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $25,607,382 | 102,221 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $18,699,753 | 100,154 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||