Position in PHM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$420,823
+$13,814 QoQ
Shares Held
3,067
-11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#621
of 1,032 holders
Holding Since
Jun 2021
13 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, 2026J.W. COLE ADVISORS, INC. holds $702,442 across 2 Residential Construction names. PHM ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
3,067 | $420,823 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,729 | $281,619 |
All Filings in PHM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,823 | 3,067 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $407,009 | 3,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $497,205 | 3,763 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $382,081 | 3,623 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $339,240 | 3,300 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $326,917 | 3,002 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $443,077 | 3,087 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $341,199 | 3,099 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $370,424 | 3,071 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $313,788 | 3,040 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $210,005 | 2,836 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $212,687 | 2,738 | Shares | Sole | 2023-07-27 | |
| 2021-06-30 | $215,769 | 3,954 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||