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Equibles

ASSETMARK, INC

Position in PHM — Pultegroup Inc/Mi/

CIK 1344551 CONCORD, CA
Back to PHM Full portfolio

Position in PHM

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$62,444,408
+$3,665,283 QoQ
Shares Held
455,101
-8.9% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#59
of 1,041 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, 2026

ASSETMARK, INC holds $208,538,181 across 15 Residential Construction names. PHM ranks #2 (29.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DHI
Horton D R Inc /De/
 392,029 $63,853,683
2 PHM
Pultegroup Inc/Mi/
This page 		455,101 $62,444,408
3 TOL
Toll Brothers, Inc.
 179,605 $29,589,923
4 LEN
Lennar Corp /New/
 315,728 $28,570,226
5
165,254 $11,855,321
6 MHO
M/I Homes, Inc.
 55,296 $8,891,043
7 KBH
Kb Home
 49,456 $3,095,451
8 SKY
Champion Homes, Inc.
 1,001 $88,208

All Filings in PHM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $62,444,408 455,101
2026-03-31 $58,779,125 499,780
2025-12-31 $74,263,103 633,320
2025-09-30 $79,197,532 599,391
2025-06-30 $69,232,802 656,484
2025-03-31 $63,592,182 618,601
2024-12-31 $67,022,178 615,447
2024-09-30 $86,984,634 606,038
2024-06-30 $68,939,004 626,149
2024-03-31 $73,998,560 613,485
2023-12-31 $63,742,788 617,543
2023-09-30 $46,999,609 634,701
2023-06-30 $22,099,882 284,499
2023-03-31 $668,646 11,473
2022-12-31 $204,110 4,483
2022-09-30 $159,975 4,266
2022-06-30 $172,667 4,357
2022-03-31 $183,941 4,390
2021-12-31 $259,106 4,533
2021-09-30 $12,943,654 281,874
2021-06-30 $15,896,622 291,307
2021-03-31 $38,955,368 742,856
2020-12-31 $32,514,592 754,049
2020-09-30 $44,774,280 967,256
2020-06-30 $13,977,516 410,741
2020-03-31 $13,067,400 585,457