SEC 13F Intelligence

Independent Advisor Alliance / HD

Independent Advisor Alliance’s Home Depot Inc Position

Does Independent Advisor Alliance own Home Depot Inc (HD)? Yes — 86.9K shares worth $29M (+0.31% of its 13F portfolio) as of Q1 2026, down from 105.1K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
86.9K
% of Portfolio
+0.31%
Quarters Held
30
currently held

Position History HD

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $14MQ4 ’19: $13MQ4 ’19Q1 ’20: $12MQ2 ’20: $18MQ3 ’20: $27MQ4 ’20: $21MQ4 ’20Q1 ’21: $25MQ2 ’21: $28MQ3 ’21: $29MQ4 ’21: $38MQ4 ’21Q1 ’22: $33MQ2 ’22: $28MQ3 ’22: $28MQ4 ’22: $1MQ4 ’22Q1 ’23: $32MQ2 ’23: $34MQ3 ’23: $33MQ4 ’23: $36MQ4 ’23Q1 ’24: $40MQ2 ’24: $38MQ3 ’24: $43MQ4 ’24: $43MQ4 ’24Q1 ’25: $41MQ2 ’25: $40MQ3 ’25: $44MQ4 ’25: $36MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202686.9K$29M+0.31%
Q4 2025105.1K$36M+0.88%
Q3 2025107.4K$44M+1.13%
Q2 2025109.7K$40M+1.16%
Q1 2025110.9K$41M+1.34%
Q4 2024111.0K$43M+0.57%
Q3 2024105.3K$43M+1.55%
Q2 2024109.0K$38M+1.29%
Q1 2024103.4K$40M+1.43%
Q4 2023104.4K$36M+1.30%
Q3 2023108.0K$33M+1.48%
Q2 2023109.3K$34M+1.50%
Q1 2023108.3K$32M+1.54%
Q4 202298.4K$1M+0.40%
Q3 2022100.3K$28M+1.61%
Q2 2022102.2K$28M+1.56%
Q1 2022110.1K$33M+1.59%
Q4 202190.5K$38M+1.85%
Q3 202187.7K$29M+1.60%
Q2 202186.3K$28M+1.51%
Q1 202181.6K$25M+1.48%
Q4 202077.6K$21M+1.40%
Q3 202095.6K$27M+2.01%
Q2 202072.2K$18M+1.94%
Q1 202066.9K$12M+1.82%
Q4 201959.9K$13M+0.57%
Q3 201960.1K$14M+1.70%
Q2 201958.5K$11M+1.65%
Q1 201958.1K$11M+1.57%
Q4 201858.6K$10M+1.79%

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