Global Retirement Partners, LLC

Pension

Position in CVCO — Cavco Industries, Inc.

CIK 1749744 San Rafael, CA

Position in CVCO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$28,261

+$27,080 QoQ

Shares Held

+2200.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#294

of 357 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Global Retirement Partners, LLC holds $2,915,853 across 17 Residential Construction names. CVCO ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	7,311	$1,190,815
2	PHM	Pultegroup Inc/Mi/	5,067	$695,243
3	LGIH	LGI Homes, Inc.	5,752	$366,287
4	LEN	Lennar Corp /New/	3,514	$315,597
5	TOL	Toll Brothers, Inc.	751	$123,727
6	IBP	Installed Building Products, Inc.	348	$79,984
7	NVR	Nvr Inc	6	$40,880
8	DFH	Dream Finders Homes, Inc.	2,141	$36,953

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,261	46	+2200.0%	Shares	Sole	2026-08-06
2025-12-31	$1,181	2	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,161	2	0.0%	Shares	Sole	2025-10-21
2025-06-30	$868	2	0.0%	Shares	Sole	2025-08-12
2024-12-31	$892	2	0.0%	Shares	Sole	2025-01-31
2024-09-30	$856	2	0.0%	Shares	Sole	2024-10-16
2024-06-30	$692	2	0.0%	Shares	Sole	2024-07-23
2024-03-31	$798	2	0.0%	Shares	Sole	2024-04-23
2023-12-31	$693	2	0.0%	Shares	Sole	2024-01-18
2023-09-30	$531	2	0.0%	Shares	Sole	2023-10-13
2023-06-30	$590	2	0.0%	Shares	Sole	2023-07-20
2023-03-31	$635	2	0.0%	Shares	Sole	2023-05-08
2022-12-31	$452	2	0.0%	Shares	Sole	2023-02-13
2022-09-30	$411	2	-50.0%	Shares	Sole	2022-11-03
2022-03-31	$963	4	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.