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Everhart Financial Group, Inc.

Position in LGIH — LGI Homes, Inc.

CIK 1852858 Dublin, OH

Position in LGIH

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$437,608
+$41,904 QoQ
Shares Held
6,872
-25.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 20 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LGIH Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $2,137,692 across 4 Residential Construction names. LGIH ranks #3 (20.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LGIH
LGI Homes, Inc.
This page
6,872 $437,608

All Filings in LGIH

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $437,608 6,872
2025-12-31 $395,704 9,211
2025-09-30 $403,234 7,798