Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,425
+$1,901 QoQ
Shares Held
127
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#903
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $125,668 across 15 Residential Construction names. PHM ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
203 | $33,064 | |
| 2 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
127 | $17,425 | |
| 4 | TOL |
Toll Brothers, Inc.
|
87 | $14,333 | |
| 5 | LEN |
Lennar Corp /New/
|
152 | $13,754 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
89 | $6,384 | |
| 7 | KBH |
Kb Home
|
60 | $3,755 | |
| 8 | MTH |
Meritage Homes CORP
|
41 | $3,437 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,425 | 127 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,524 | 132 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,416 | 140 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,498 | 140 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,764 | 140 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,392 | 140 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,246 | 140 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $20,094 | 140 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,414 | 140 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $17,972 | 149 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $15,792 | 153 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,329 | 153 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,885 | 153 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,916 | 153 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,966 | 153 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,737 | 153 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,874 | 123 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,153 | 123 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,030 | 123 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,648 | 123 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,712 | 123 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,450 | 123 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,303 | 123 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,693 | 123 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,185 | 123 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,678 | 120 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||