Position in LEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,041,448
+$47,913 QoQ
Shares Held
11,509
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#403
of 949 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LEN Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Arkadios Wealth Advisors holds $3,849,463 across 8 Residential Construction names. LEN ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
This page
|
11,509 | $1,041,448 | |
| 2 | IBP |
Installed Building Products, Inc.
|
2,979 | $684,692 | |
| 3 | DHI |
Horton D R Inc /De/
|
3,214 | $523,495 | |
| 4 | SKY |
Champion Homes, Inc.
|
5,831 | $513,827 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,696 | $444,165 | |
| 6 | MTH |
Meritage Homes CORP
|
4,819 | $404,072 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
387 | $237,764 | |
| 8 | 5,090 | $0 |
All Filings in LEN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,041,448 | 11,509 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $993,535 | 11,441 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $990,169 | 9,632 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $921,351 | 7,310 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $461,243 | 4,170 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $498,144 | 4,340 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $261,284 | 1,916 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $387,521 | 2,067 | Shares | Sole | 2024-10-24 | |
| 2021-09-30 | $24,731 | 264 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $26,625 | 268 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $27,028 | 267 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $20,048 | 263 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,400 | 262 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $18,054 | 293 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $13,102 | 343 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||