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What smart money is saying about The Home Depot, Inc.United States flag

HD · Consumer Cyclical · Home Improvement · Market cap $342.20B

1 fund in our archive has pitched The Home Depot, Inc. — most recently Parnassus Core Select ETF in December 2025.

Company profile

The Home Depot, Inc. operates as a home improvement retailer. It operates The Home Depot stores that sell various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products The company also offers installation services for flooring, cabinets and cabinet makeovers, countertops, furnaces and central air systems, and windows. In addition, it provides tool and equipment rental services. The company primarily serves homeowners; and professional renovators/remodelers, general contractors, maintenance professionals, handymen, property managers, building service contractors, and specialty tradesmen, such as electricians, plumbers, and painters. It also sells its products through websites, including homedepot.com; blinds.com, an online site for custom window coverings; and thecompanystore.com, an online site for textiles and décor products. As of December 31, 2021, the company operated 2,317 stores in the United States. The Home Depot, Inc. was incorporated in 1978 and is based in Atlanta, Georgia.

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3
Reported positions
1
Bought
0
Sold
4
Letters

Position history

Between Q4 2025 and Q2 2026, 3 fund letters reported a position in The Home Depot, Inc.1 opened or added to the position.

Fund letters reporting a position in The Home Depot, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20263100
Q4 20250001

Fund activity · 3 positions · 1 move

  • AddedMatrix Asset Advisors Capital Markets Commentary
    June 2026
    We used the proceeds from these sales and scale backs to build positions in Automatic Data Processing, Comcast Corp, Constellation Brands, Home Depot, Medtronic, NextEra Energy (repurchased later in the quarter at lower levels), PepsiCo, Inc, Procter & Gamble Co., and Tyson Foods.
    Read the letterThe Home Depot, Inc.
  • HoldsBaron Real Estate Income Fund
    June 2026
    Current non-REIT holdings include Meritage Homes Corporation , Brookfield Infrastructure Corporation , Marriott Vacations Worldwide Corporation , Fortune Brands Innovations, Inc. , CRH public limited company , Vail Resorts, Inc. , The Home Depot, Inc. , GDS Holdings Limited , and Wyndham Hotels & Resorts, Inc.
    Read the letterThe Home Depot, Inc.
  • HoldsBaron Real Estate Fund
    June 2026

    Listed in Baron Real Estate Fund’s reported holdings.

    Read the letterThe Home Depot, Inc.

Fund coverage · 1 thesis

  • Parnassus Core Select ETF
    December 2025

    The Home Depot, Inc. has durable competitive advantages and secular demand drivers, with strategic investments expanding its addressable market.

    Read the full thesis

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