Position in CVCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$234,078
New position
Shares Held
381
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 357 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026HB Wealth Management, LLC holds $11,592,038 across 10 Residential Construction names. CVCO ranks #10 (2.0% 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
|
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 CVCO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,078 | 381 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||