Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$909,427
+$224,467 QoQ
Shares Held
6,628
+13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,035 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $6,302,216 across 8 Residential Construction names. PHM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
15,934 | $2,625,126 | |
| 2 | DHI |
Horton D R Inc /De/
|
9,013 | $1,468,037 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
6,628 | $909,427 | |
| 4 | LEN |
Lennar Corp /New/
|
5,383 | $487,107 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
527 | $323,778 | |
| 6 | NVR |
Nvr Inc
|
38 | $258,909 | |
| 7 | MTH |
Meritage Homes CORP
|
2,741 | $229,832 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
9,919 | $0 |
All Filings in PHM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,427 | 6,628 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $684,960 | 5,824 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $457,548 | 3,902 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $807,974 | 6,115 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $508,528 | 4,822 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $490,767 | 4,774 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $503,553 | 4,624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $705,593 | 4,916 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $476,072 | 4,324 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $478,378 | 3,966 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $453,755 | 4,396 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $269,023 | 3,633 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $281,356 | 3,622 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $207,651 | 3,563 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $211,492 | 3,700 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $550,612 | 24,669 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||