Position in DHI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,965,392
-$975,677 QoQ
Shares Held
30,485
-29.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#339
of 1,229 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,421,471 across 18 Residential Construction names. DHI ranks #1 (77.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
30,485 | $4,965,392 | |
| 2 | TOL |
Toll Brothers, Inc.
|
2,797 | $460,803 | |
| 3 | NVR |
Nvr Inc
|
45 | $306,600 | |
| 4 | LEN |
Lennar Corp /New/
|
2,776 | $251,195 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
1,116 | $153,119 | |
| 6 | MTH |
Meritage Homes CORP
|
509 | $42,677 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
61 | $37,474 | |
| 8 | MHO |
M/I Homes, Inc.
|
214 | $34,404 |
All Filings in DHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,965,392 | 30,485 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,941,069 | 43,296 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,375,770 | 44,267 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,366,350 | 43,467 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,495,857 | 42,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,159,060 | 40,581 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,443,329 | 38,931 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,367,915 | 38,622 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,452,719 | 38,691 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,413,662 | 38,977 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,290,145 | 41,388 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,656,995 | 43,333 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,304,830 | 43,593 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,323,464 | 44,257 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,623,628 | 40,651 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $43,911 | 652 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $88,561 | 1,338 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,846 | 159 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $13,663 | 126 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||