The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionApella Capital, LLC
Latest Disclosed Ownership12,699 shares
Latest Disclosed Value $ 4,437,079
Apella Capital, LLC reports 90.99% increase in ownership of HD / The Home Depot, Inc.

On April 20, 2026 - Apella Capital, LLC filed a 13F-HR form disclosing ownership of 12,699 shares of The Home Depot, Inc. (CH:HD) valued at $4,437,079 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,649 shares of The Home Depot, Inc.. This represents a change in shares of 90.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F HOME DEPOT COM 437076102 12,699 6,050 90.99 4,437 94.01 0.0659
2026-01-21 2025-12-31 13F HOME DEPOT COM 437076102 6,649 -46 -0.69 2,288 -11.80 0.0452
2025-10-17 2025-09-30 13F HOME DEPOT COM 437076102 6,695 366 5.78 2,594 11.48 0.0577
2025-07-08 2025-06-30 13F HOME DEPOT COM 437076102 6,329 104 1.67 2,327 5.15 0.0631
2025-04-10 2025-03-31 13F HOME DEPOT COM 437076102 6,225 561 9.90 2,212 0.41 0.0759
2025-01-14 2024-12-31 13F HOME DEPOT COM 437076102 5,664 246 4.54 2,203 -1.12 0.0845
2024-10-03 2024-09-30 13F HOME DEPOT COM 437076102 5,418 172 3.28 2,228 26.02 0.0916
2024-07-10 2024-06-30 13F HOME DEPOT COM 437076102 5,246 561 11.97 1,768 4.43 0.0791
2024-04-10 2024-03-31 13F HOME DEPOT COM 437076102 4,685 191 4.25 1,693 11.31 0.0854
2024-01-05 2023-12-31 13F HOME DEPOT COM 437076102 4,494 -57 -1.25 1,522 10.62 0.0848
2023-10-10 2023-09-30 13F HOME DEPOT COM 437076102 4,551 10 0.22 1,375 -2.48 0.0972
2023-07-06 2023-06-30 13F HOME DEPOT COM 437076102 4,541 198 4.56 1,410 2.84 0.1004
2023-01-10 2022-12-31 13F HOME DEPOT COM 437076102 4,343 162 3.87 1,372 18.80 0.1250
2022-10-11 2022-09-30 13F HOME DEPOT COM 437076102 4,181 13 0.31 1,154 0.96 0.1343
2022-07-08 2022-06-30 13F HOME DEPOT COM 437076102 4,168 252 6.44 1,143 -2.47 0.1364
2022-04-11 2022-03-31 13F HOME DEPOT COM 437076102 3,916 206 5.55 1,172 -23.90 0.1651
2022-01-13 2021-12-31 13F HOME DEPOT COM 437076102 3,710 -181 -4.65 1,540 20.60 0.1964
2022-01-18 2021-09-30 13F/A-1 HOME DEPOT COM 437076102 3,891 6 0.15 1,277 3.07 0.1836
2021-10-12 2021-09-30 13F HOME DEPOT COM 437076102 3,749 -136 1,235 0.2371
2022-01-18 2021-06-30 13F/A-1 HOME DEPOT COM 437076102 3,885 984 33.92 1,239 39.84 0.2035
2021-07-02 2021-06-30 13F HOME DEPOT COM 437076102 5,367 2,466 1,711 0.3986
2021-04-15 2021-03-31 13F HOME DEPOT COM 437076102 2,901 12 0.42 886 15.51 0.2793
2021-02-18 2020-12-31 13F HOME DEPOT COM 437076102 2,889 77 2.74 767 -1.79 0.2691
2020-10-22 2020-09-30 13F HOME DEPOT COM 437076102 2,812 -36 -1.26 781 9.54 0.3137
2020-07-20 2020-06-30 13F HOME DEPOT COM 437076102 2,848 13 0.46 713 34.78 0.3322
2020-05-14 2020-03-31 13F HOME DEPOT COM 437076102 2,835 2,835 529 0.3089
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.