SEC 13F Intelligence

Elm3 Financial Group, LLC / HD

Elm3 Financial Group, LLC’s Home Depot Inc Position

Does Elm3 Financial Group, LLC own Home Depot Inc (HD)? Yes — 4.3K shares worth $1M (+1.20% of its 13F portfolio) as of Q1 2026, down from 5.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.3K
% of Portfolio
+1.20%
Quarters Held
6
currently held

Position History HD

Reported value by quarter
Q4 ’24: $759,501Q4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$1M+1.20%
Q4 20255.7K$2M+1.64%
Q3 20256.0K$2M+1.98%
Q2 20254.1K$1M+1.24%
Q1 20254.3K$2M+1.37%
Q4 20242.0K$759,501+0.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of HD.