SEC 13F Intelligence

Roi Financial Advisors, LLC / HD

Roi Financial Advisors, LLC’s Home Depot Inc Position

Does Roi Financial Advisors, LLC own Home Depot Inc (HD)? Yes — 13.1K shares worth $4M (+2.58% of its 13F portfolio) as of Q1 2026, down from 13.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
13.1K
% of Portfolio
+2.58%
Quarters Held
10
currently held

Position History HD

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.1K$4M+2.58%
Q4 202513.3K$5M+2.63%
Q3 202513.5K$5M+3.27%
Q2 202513.9K$5M+3.23%
Q1 202514.0K$5M+3.74%
Q4 202414.3K$6M+3.80%
Q3 202414.5K$6M+4.06%
Q2 202414.1K$5M+3.55%
Q1 202414.2K$5M+4.29%
Q4 202314.5K$5M+4.16%

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