Summit Financial, LLC

Position in DHI — Horton D R Inc /De/

CIK 1765536 PARSIPPANY, NJ

Position in DHI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$263,874

+$43,365 QoQ

Shares Held

1,923

+25.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. DHI ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	123,017	$5,748,584
2	KBH	Kb Home	18,959	$981,128
3	TOL	Toll Brothers, Inc.	2,672	$364,647
4	DHI	Horton D R Inc /De/ This page	1,923	$263,874
5	LEN	Lennar Corp /New/	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/	1,781	$209,463

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$263,874	1,923	+25.6%	Shares	Sole	2026-05-15
2025-12-31	$220,509	1,531	+9.1%	Shares	Sole	2026-02-13
2025-09-30	$237,766	1,403	+11.8%	Shares	Sole	2025-11-14
2024-09-30	$239,416	1,255	-57.1%	Shares	Sole	2024-11-12
2023-09-30	$314,672	2,928	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.