Position in DHI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,486,117
+$1,324,611 QoQ
Shares Held
9,124
-22.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#521
of 1,224 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,214,605 across 11 Residential Construction names. DHI ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
9,124 | $1,486,117 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
8,130 | $1,115,517 | |
| 3 | TOL |
Toll Brothers, Inc.
|
6,107 | $1,006,128 | |
| 4 | LEN |
Lennar Corp /New/
|
8,946 | $809,493 | |
| 5 | MHO |
M/I Homes, Inc.
|
4,386 | $705,224 | |
| 6 | NVR |
Nvr Inc
|
54 | $367,923 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
4,306 | $344,652 | |
| 8 | KBH |
Kb Home
|
5,425 | $339,550 |
All Filings in DHI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,117 | 9,124 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $161,506 | 11,841 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,101,397 | 14,590 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,328,178 | 13,738 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,711,187 | 21,030 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,528,997 | 19,893 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,330,519 | 16,668 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,096,578 | 16,232 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,505,414 | 10,682 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,050,980 | 6,387 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $194,078 | 1,277 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,939 | 688 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,914 | 328 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,456 | 322 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,078 | 932 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $904,581 | 8,341 | Shares | Sole | 2022-02-17 | |
| 2020-06-30 | $506,036 | 9,126 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||