Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,167,616
+$391,278 QoQ
Shares Held
30,374
-5.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#278
of 1,035 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $18,157,177 across 9 Residential Construction names. PHM ranks #3 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
31,207 | $5,082,996 | |
| 2 | TOL |
Toll Brothers, Inc.
|
25,689 | $4,232,262 | |
| 3 | PHM |
Pultegroup Inc/Mi/
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|
30,374 | $4,167,616 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
3,954 | $2,429,258 | |
| 5 | LEN |
Lennar Corp /New/
|
8,115 | $734,326 | |
| 6 | IBP |
Installed Building Products, Inc.
|
3,046 | $700,092 | |
| 7 | NVR |
Nvr Inc
|
46 | $313,416 | |
| 8 | KBH |
Kb Home
|
4,061 | $254,177 |
All Filings in PHM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,167,616 | 30,374 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,776,338 | 32,109 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,100,464 | 34,969 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,904,889 | 44,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,987,020 | 37,806 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,493,966 | 33,988 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,533,696 | 32,449 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $4,452,300 | 31,020 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,821,130 | 34,706 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $3,729,449 | 30,919 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,744,615 | 36,278 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,213,844 | 43,401 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,323,849 | 42,789 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,221,575 | 38,119 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $840,711 | 18,465 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $689,212 | 18,379 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $690,394 | 17,421 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $699,730 | 16,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,047,342 | 18,323 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $572,163 | 12,460 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $679,942 | 12,460 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $606,101 | 11,558 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||