Position in PHM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,048,916
-$8,746,723 QoQ
Shares Held
36,797
-68.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#257
of 1,035 holders
Holding Since
Mar 2020
25 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, 2026Janney Montgomery Scott LLC holds $24,741,145 across 9 Residential Construction names. PHM ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
32,710 | $5,388,972 | |
| 2 | NVR |
Nvr Inc
|
748 | $5,096,423 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
36,797 | $5,048,916 | |
| 4 | LEN |
Lennar Corp /New/
|
48,451 | $4,384,330 | |
| 5 | DHI |
Horton D R Inc /De/
|
13,825 | $2,251,816 | |
| 6 | KBH |
Kb Home
|
24,209 | $1,515,241 | |
| 7 | MHO |
M/I Homes, Inc.
|
4,283 | $688,663 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
597 | $366,784 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,048,916 | 36,797 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $13,795,639 | 117,650 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,546,288 | 41,976 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,923,322 | 37,202 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,015,779 | 39,064 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $28,963,261 | 265,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $43,474,949 | 302,898 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $33,086,591 | 300,514 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $46,836,504 | 388,298 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $17,412,077 | 168,689 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,595,526 | 35,051 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,601,114 | 33,485 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,542,581 | 43,627 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,399,031 | 206,436 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $997,424 | 26,598 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,129,414 | 28,499 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,249,080 | 29,811 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,828,033 | 31,981 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,368,829 | 29,809 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,727,085 | 31,649 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,711,746 | 32,642 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,416,492 | 32,850 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,558,075 | 33,659 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,021,512 | 30,018 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $416,156 | 18,645 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||