Kevin O’leary’s Stock Portfolio: Top 10 Stock Picks for 2026

7. The Home Depot, Inc. (NYSE:HD)

The Home Depot, Inc. (NYSE:HD) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality Dividend ETF. The stock made up 3.87% of the ETF as of June 17, 2026. On May 19, 2026, Home Depot reported first-quarter fiscal 2026 sales of $41.8 billion, up 4.8% from the prior year, while comparable sales rose 0.6% and US comparable sales increased 0.4%.

The modest same-store growth shows a still-muted home improvement backdrop, but the company held its full-year outlook, signaling that demand had not deteriorated beyond management’s expectations. CEO Ted Decker said underlying demand was relatively similar to fiscal 2025 despite greater consumer uncertainty and housing affordability pressure. Home Depot reaffirmed fiscal 2026 guidance for total sales growth of 2.5% to 4.5%, comparable sales growth of flat to 2%, about 15 new stores, and diluted EPS growth of flat to 4% from fiscal 2025, keeping the story centered on resilience rather than acceleration.

The Home Depot, Inc. (NYSE:HD) is the world’s largest home improvement retailer. The company sells building materials, home improvement products, lawn and garden supplies, décor, installation services, tool rentals, and professional contractor products through stores and digital channels.