Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$855,504
-$15,398 QoQ
Shares Held
6,235
-15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 1,033 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $8,875,715 across 2 Residential Construction names. PHM ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
49,240 | $8,020,211 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
6,235 | $855,504 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,504 | 6,235 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $870,902 | 7,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $868,310 | 7,405 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $978,422 | 7,405 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $780,931 | 7,405 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $761,234 | 7,405 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $806,404 | 7,405 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,062,839 | 7,405 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $815,290 | 7,405 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $893,191 | 7,405 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $947,869 | 9,183 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $679,038 | 9,170 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $712,325 | 9,170 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $534,427 | 9,170 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $417,601 | 9,172 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $343,950 | 9,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,486 | 9,172 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $384,306 | 9,172 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $524,328 | 9,173 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $421,224 | 9,173 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $500,461 | 9,171 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $480,874 | 9,170 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $395,410 | 9,170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $424,479 | 9,170 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||