Position in DHI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,161,663
+$518,395 QoQ
Shares Held
19,411
+0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#406
of 1,230 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, 2026HB Wealth Management, LLC holds $11,592,038 across 10 Residential Construction names. DHI ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
19,411 | $3,161,663 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,846 | $2,308,833 | |
| 3 | BZH |
Beazer Homes USA Inc
|
59,448 | $1,667,516 | |
| 4 | LEN |
Lennar Corp /New/
|
12,157 | $1,100,086 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
7,958 | $1,091,917 | |
| 6 | NVR |
Nvr Inc
|
126 | $858,488 | |
| 7 | TOL |
Toll Brothers, Inc.
|
3,814 | $628,356 | |
| 8 | MTH |
Meritage Homes CORP
|
3,448 | $289,114 |
All Filings in DHI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,161,663 | 19,411 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,643,268 | 19,263 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,725,191 | 18,921 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,466,127 | 14,552 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,731,653 | 13,432 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,670,996 | 13,144 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,457,483 | 10,424 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,935,170 | 10,144 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,354,760 | 9,613 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,553,022 | 9,438 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,314,323 | 8,648 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $903,070 | 8,403 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $931,536 | 7,655 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $726,325 | 7,435 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $609,361 | 6,836 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $491,789 | 7,302 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $433,809 | 6,554 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $456,820 | 6,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $654,604 | 6,036 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||