JPL Wealth Management, LLC
Position in CVCO — Cavco Industries, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,071
+$650 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 357 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,364,377 across 12 Residential Construction names. CVCO ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
26,426 | $4,304,265 | |
| 2 | LEN |
Lennar Corp /New/
|
241 | $21,760 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
111 | $15,229 | |
| 4 | TOL |
Toll Brothers, Inc.
|
91 | $14,992 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
5 | $3,071 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
20 | $1,600 | |
| 7 | MTH |
Meritage Homes CORP
|
17 | $1,424 | |
| 8 | BZH |
Beazer Homes USA Inc
|
33 | $925 |
All Filings in CVCO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,071 | 5 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,421 | 5 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $2,903 | 5 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||