Pinnacle Wealth Planning Services, Inc.
Position in CVCO — Cavco Industries, Inc.
CIK 1726752
MANSFIELD, OH
Position in CVCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$106,287
+$26,380 QoQ
Shares Held
173
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#273
of 357 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $1,418,032 across 14 Residential Construction names. CVCO ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,546 | $414,692 | |
| 2 | IBP |
Installed Building Products, Inc.
|
1,075 | $247,078 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
1,423 | $195,249 | |
| 4 | MHO |
M/I Homes, Inc.
|
700 | $112,553 | |
| 5 | MTH |
Meritage Homes CORP
|
1,342 | $112,526 | |
| 6 | CVCO |
Cavco Industries, Inc.
This page
|
173 | $106,287 | |
| 7 | SKY |
Champion Homes, Inc.
|
1,064 | $93,759 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
697 | $55,787 |
All Filings in CVCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,287 | 173 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $79,907 | 165 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $92,155 | 156 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||