Position in PHM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$457,869
+$76,578 QoQ
Shares Held
3,337
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#606
of 1,035 holders
Holding Since
Jun 2023
12 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, 2026EADS & HEALD WEALTH MANAGEMENT holds $745,357 across 2 Residential Construction names. PHM ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
3,337 | $457,869 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,745 | $287,488 |
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,869 | 3,337 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $381,291 | 3,242 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $380,156 | 3,242 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $428,365 | 3,242 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $345,592 | 3,277 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $350,753 | 3,412 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $386,812 | 3,552 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $380,641 | 2,652 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $301,563 | 2,739 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $306,133 | 2,538 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $253,198 | 2,453 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $253,159 | 3,259 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||