EP Wealth Advisors, LLC

Position in DHI — Horton D R Inc /De/

CIK 1540569 TORRANCE, CA

Position in DHI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,452,563

+$301,974 QoQ

Shares Held

8,918

+6.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#527

of 1,224 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,473,776 across 3 Residential Construction names. DHI ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	8,918	$1,452,563
2	LEN	Lennar Corp /New/	15,701	$1,420,783
3	PHM	Pultegroup Inc/Mi/	4,376	$600,430

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,452,563	8,918	+6.4%	Shares	Sole	2026-08-12
2026-03-31	$1,150,589	8,385	-16.2%	Shares	Sole	2026-05-14
2025-12-31	$1,440,588	10,002	+20.1%	Shares	Sole	2026-02-18
2025-06-30	$1,073,516	8,327	+1.5%	Shares	Sole	2025-08-14
2025-03-31	$1,043,101	8,205	+5.2%	Shares	Sole	2025-05-15
2024-12-31	$1,090,735	7,801	-1.5%	Shares	Sole	2025-02-14
2024-09-30	$1,510,326	7,917	+7.8%	Shares	Sole	2024-11-15
2024-06-30	$1,035,130	7,345	+5.5%	Shares	Sole	2024-08-19
2024-03-31	$1,145,432	6,961	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$1,053,829	6,934	-1.7%	Shares	Sole	2024-02-28
2023-09-30	$758,093	7,054	-1.5%	Shares	Sole	2023-11-24
2023-06-30	$871,908	7,165	+70.6%	Shares	Sole	2023-08-14
2023-03-31	$410,298	4,200	-24.8%	Shares	Sole	2023-06-05
2022-12-31	$497,846	5,585	-51.4%	Shares	Sole	2023-06-12
2022-06-30	$760,324	11,487	-15.2%	Shares	Sole	2022-08-11
2022-03-31	$1,009,163	13,544	-2.5%	Shares	Sole	2022-05-20
2021-12-31	$1,505,936	13,886	-2.8%	Shares	Sole	2022-02-17
2021-09-30	$1,199,427	14,284	-21.8%	Shares	Sole	2021-11-23
2021-06-30	$1,651,511	18,275	-2.9%	Shares	Sole	2021-08-24
2021-03-31	$1,676,971	18,817	+390.0%	Shares	Sole	2021-05-17
2020-12-31	$264,652	3,840	-2.6%	Shares	Sole	2021-02-18
2020-09-30	$298,209	3,943	0.0%	Shares	Sole	2020-11-17
2020-06-30	$218,639	3,943	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.