Position in DHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,304,265
+$598,777 QoQ
Shares Held
26,426
-2.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#363
of 1,222 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,364,377 across 12 Residential Construction names. DHI ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
26,426 | $4,304,265 | |
| 2 | LEN |
Lennar Corp /New/
|
241 | $21,760 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
111 | $15,229 | |
| 4 | TOL |
Toll Brothers, Inc.
|
91 | $14,992 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
5 | $3,071 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
20 | $1,600 | |
| 7 | MTH |
Meritage Homes CORP
|
17 | $1,424 | |
| 8 | BZH |
Beazer Homes USA Inc
|
33 | $925 |
All Filings in DHI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,304,265 | 26,426 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,705,488 | 27,004 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,879,880 | 26,938 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,833,961 | 28,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,655,784 | 28,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,506,499 | 27,582 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,525,840 | 25,217 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,195,407 | 15,578 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,327,559 | 14,145 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,619,954 | 10,659 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||