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Equibles

OneDigital Investment Advisors LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1690370 OVERLAND PARK, KS
Back to CVCO Full portfolio

Position in CVCO

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$382,758
-$628,439 QoQ
Shares Held
623
-70.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#222
of 360 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in CVCO Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $5,446,941 across 7 Residential Construction names. CVCO ranks #4 (7.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LGIH
LGI Homes, Inc.
 43,005 $2,738,558
2 IBP
Installed Building Products, Inc.
 3,855 $886,033
3 KBH
Kb Home
 8,540 $534,518
4 CVCO
Cavco Industries, Inc.
This page 		623 $382,758
5 DHI
Horton D R Inc /De/
 2,170 $353,449
6 PHM
Pultegroup Inc/Mi/
 2,499 $342,887
7 TOL
Toll Brothers, Inc.
 1,267 $208,738

All Filings in CVCO

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $382,758 623
2026-03-31 $1,011,197 2,088
2025-12-31 $1,199,202 2,030
2025-09-30 $1,225,340 2,110
2025-06-30 $933,155 2,148
2025-03-31 $1,158,255 2,229
2024-12-31 $955,824 2,142
2024-09-30 $917,718 2,143
2024-06-30 $766,766 2,215
2024-03-31 $557,087 1,396
2023-12-31 $466,550 1,346
2023-09-30 $368,204 1,386
2023-06-30 $407,985 1,383