Position in BZH
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,667,516
+$539,764 QoQ
Shares Held
59,448
+1.4% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#59
of 187 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BZH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $11,592,038 across 10 Residential Construction names. BZH ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
19,411 | $3,161,663 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,846 | $2,308,833 | |
| 3 | BZH |
Beazer Homes USA Inc
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|
59,448 | $1,667,516 | |
| 4 | LEN |
Lennar Corp /New/
|
12,157 | $1,100,086 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
7,958 | $1,091,917 | |
| 6 | NVR |
Nvr Inc
|
126 | $858,488 | |
| 7 | TOL |
Toll Brothers, Inc.
|
3,814 | $628,356 | |
| 8 | MTH |
Meritage Homes CORP
|
3,448 | $289,114 |
All Filings in BZH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,667,516 | 59,448 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,127,752 | 58,615 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,165,889 | 57,518 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,410,765 | 57,465 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,284,641 | 57,427 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,173,974 | 57,576 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||