BRADLEY FOSTER & SARGENT INC/CT

Position in DHI — Horton D R Inc /De/

CIK 1015086 HARTFORD, CT

Position in DHI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,020,211

+$714,619 QoQ

Shares Held

49,240

-7.5% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#267

of 1,222 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $8,875,715 across 2 Residential Construction names. DHI ranks #1 (90.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DHI	Horton D R Inc /De/ This page	49,240	$8,020,211
2	PHM	Pultegroup Inc/Mi/	6,235	$855,504

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,020,211	49,240	-7.5%	Shares	Sole	2026-08-14
2026-03-31	$7,305,592	53,240	-6.8%	Shares	Sole	2026-05-15
2025-12-31	$8,228,289	57,129	-3.7%	Shares	Sole	2026-02-12
2025-09-30	$10,052,790	59,319	-2.6%	Shares	Sole	2025-11-10
2025-06-30	$7,853,419	60,917	-19.7%	Shares	Sole	2025-08-11
2025-03-31	$9,646,115	75,876	-7.3%	Shares	Sole	2025-05-13
2024-12-31	$11,438,814	81,811	-0.9%	Shares	Sole	2025-02-03
2024-09-30	$15,753,977	82,581	+1.8%	Shares	Sole	2024-11-04
2024-06-30	$11,432,100	81,119	+1.1%	Shares	Sole	2024-08-09
2024-03-31	$13,198,226	80,208	+6.5%	Shares	Sole	2024-05-15
2023-12-31	$11,445,613	75,310	+0.6%	Shares	Sole	2024-02-14
2023-09-30	$8,046,063	74,868	0.0%	Shares	Sole	2023-11-13
2023-06-30	$9,110,686	74,868	-4.0%	Shares	Sole	2023-08-08
2023-03-31	$7,615,423	77,955	+5.5%	Shares	Sole	2023-05-08
2022-12-31	$6,586,108	73,885	+1.8%	Shares	Sole	2023-02-14
2022-09-30	$4,888,128	72,578	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$4,940,884	74,647	-12.5%	Shares	Sole	2022-08-11
2022-03-31	$6,356,895	85,316	-31.8%	Shares	Sole	2022-05-16
2021-12-31	$13,558,419	125,020	-2.2%	Shares	Sole	2022-03-11
2021-09-30	$10,734,304	127,835	+1.9%	Shares	Sole	2021-11-10
2021-06-30	$11,336,103	125,441	+1.1%	Shares	Sole	2021-08-19
2021-03-31	$11,059,257	124,094	+4.7%	Shares	Sole	2021-04-26
2020-12-31	$8,165,228	118,474	+4.1%	Shares	Sole	2021-02-11
2020-09-30	$8,607,752	113,814	+161.2%	Shares	Sole	2020-10-26
2020-03-31	$1,481,686	43,579	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.