Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,361
+$5,395 QoQ
Shares Held
890
+24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026UMB Bank, n.a. holds $3,029,063 across 15 Residential Construction names. DFH ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
11,004 | $1,509,858 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,310 | $864,892 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,290 | $212,527 | |
| 4 | LEN |
Lennar Corp /New/
|
1,450 | $131,168 | |
| 5 | NVR |
Nvr Inc
|
12 | $81,760 | |
| 6 | KBH |
Kb Home
|
865 | $54,140 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
64 | $39,320 | |
| 8 | SKY |
Champion Homes, Inc.
|
333 | $29,343 |
All Filings in DFH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,361 | 890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,966 | 716 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,231 | 189 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,561 | 176 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,870 | 154 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,850 | 215 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $628 | 27 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||