Position in DHI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$599,887
-$64,494 QoQ
Shares Held
3,683
-29.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#692
of 1,224 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JGP Wealth Management, LLC holds $5,663,707 across 2 Residential Construction names. DHI ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
55,960 | $5,063,820 | |
| 2 | DHI |
Horton D R Inc /De/
This page
|
3,683 | $599,887 |
All Filings in DHI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,887 | 3,683 | Shares | Sole | 2026-07-07 | |
| 2025-03-31 | $664,381 | 5,226 | Shares | Sole | 2025-04-09 | |
| 2022-03-31 | $7,609,557 | 102,128 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,684,710 | 98,522 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,188,003 | 49,875 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,068,052 | 89,278 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||