SEC 13F Intelligence

First Dallas Securities Inc. / HD

First Dallas Securities Inc.’s Home Depot Inc Position

Does First Dallas Securities Inc. own Home Depot Inc (HD)? Yes12.0K shares worth $4M (+1.46% of its 13F portfolio) as of Q1 2026, up from 11.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
12.0K
% of Portfolio
+1.46%
Quarters Held
29
currently held

Position History HD

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3,612Q1 ’23: $3,368Q1 ’23Q2 ’23: $3,454Q3 ’23: $993Q4 ’23: $2,990Q1 ’24: $3,302Q1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.0K$4M+1.46%
Q4 202511.2K$4M+1.44%
Q3 202510.1K$4M+1.53%
Q2 20259.4K$3M+1.36%
Q1 20259.8K$4M+1.49%
Q4 20249.8K$4M+1.56%
Q3 20247.6K$3M+1.28%
Q2 20248.7K$3M+1.32%
Q1 20248.6K$3,302+1.52%
Q4 20238.6K$2,990+1.54%
Q3 20233.3K$993+0.23%
Q2 202311.1K$3,454+1.93%
Q1 202311.4K$3,368+1.99%
Q4 202211.4K$3,612+2.18%
Q3 202211.5K$3M+2.17%
Q2 202211.5K$3M+2.13%
Q1 202210.9K$3M+1.84%
Q4 20218.5K$4M+2.33%
Q3 20218.5K$3M+1.94%
Q2 20218.2K$3M+1.71%
Q1 20217.2K$2M+1.86%
Q4 20207.2K$2M+1.72%
Q3 20205.4K$1M+1.67%
Q1 20205.5K$1M+1.43%
Q4 20195.6K$1M+1.05%
Q3 20196.0K$1M+1.23%
Q2 20196.3K$1M+1.15%
Q1 20196.4K$1M+0.88%
Q4 20186.5K$1M+0.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Dallas Securities Inc.’s full portfolio or all institutional holders of HD.