The Home Depot, Inc.
CH ˙ SWX ˙ US4370761029
SecurityCH:HD / The Home Depot, Inc.
InstitutionMarshall Financial Group LLC
Latest Disclosed Ownership2,385 shares
Latest Disclosed Value $ 784,503
Marshall Financial Group LLC reports 0.38% increase in ownership of HD / The Home Depot, Inc.

On April 10, 2026 - Marshall Financial Group LLC filed a 13F-HR form disclosing ownership of 2,385 shares of The Home Depot, Inc. (CH:HD) valued at $784,503 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 2,376 shares of The Home Depot, Inc.. This represents a change in shares of 0.38% 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)
2026-04-10 2026-03-31 13F HOME DEPOT COM 437076102 2,385 9 0.38 785 -4.04 0.1256
2026-01-09 2025-12-31 13F HOME DEPOT COM 437076102 2,376 -195 -7.58 818 -21.52 0.1587
2025-10-08 2025-09-30 13F HOME DEPOT COM 437076102 2,571 74 2.96 1,042 13.52 0.2030
2025-07-10 2025-06-30 13F HOME DEPOT COM 437076102 2,497 -48 -1.89 918 -1.61 0.1800
2025-04-16 2025-03-31 13F HOME DEPOT COM 437076102 2,545 -148 -5.50 933 -10.98 0.2038
2025-01-21 2024-12-31 13F HOME DEPOT COM 437076102 2,693 242 9.87 1,047 5.44 0.2537
2024-10-16 2024-09-30 13F HOME DEPOT COM 437076102 2,451 211 9.42 993 28.96 0.2373
2024-07-19 2024-06-30 13F HOME DEPOT COM 437076102 2,240 -370 -14.18 771 -23.08 0.2156
2024-04-19 2024-03-31 13F HOME DEPOT COM 437076102 2,610 38 1.48 1,001 12.35 0.2879
2024-01-10 2023-12-31 13F HOME DEPOT COM 437076102 2,572 13 0.51 891 15.27 0.2874
2023-10-19 2023-09-30 13F HOME DEPOT COM 437076102 2,559 95 3.86 773 1.05 0.2787
2023-07-17 2023-06-30 13F HOME DEPOT COM 437076102 2,464 41 1.69 765 7.14 0.2610
2023-04-18 2023-03-31 13F HOME DEPOT COM 437076102 2,423 12 0.50 715 -6.18 0.2565
2023-02-01 2022-12-31 13F HOME DEPOT COM 437076102 2,411 -68 -2.74 761 11.26 0.2957
2022-10-12 2022-09-30 13F HOME DEPOT COM 437076102 2,479 11 0.45 684 1.03 0.2889
2022-07-25 2022-06-30 13F HOME DEPOT COM 437076102 2,468 30 1.23 677 -7.26 0.2705
2022-05-10 2022-03-31 13F HOME DEPOT COM 437076102 2,438 2 0.08 730 -27.79 0.2988
2022-01-27 2021-12-31 13F HOME DEPOT COM 437076102 2,436 24 1.00 1,011 27.65 0.3725
2021-10-28 2021-09-30 13F HOME DEPOT COM 437076102 2,412 79 3.39 792 6.45 0.4096
2021-07-14 2021-06-30 13F HOME DEPOT COM 437076102 2,333 9 0.39 744 4.94 0.4019
2021-04-20 2021-03-31 13F HOME DEPOT COM 437076102 2,324 54 2.38 709 17.58 0.4237
2021-01-29 2020-12-31 13F HOME DEPOT COM 437076102 2,270 2,270 603 0.3933
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.