Plante Moran Financial Advisors, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1424717
SOUTHFIELD, MI
Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$68,605
+$9,800 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#832
of 1,035 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $77,848 across 11 Residential Construction names. PHM ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
500 | $68,605 | |
| 2 | DHI |
Horton D R Inc /De/
|
14 | $2,280 | |
| 3 | MTH |
Meritage Homes CORP
|
18 | $1,509 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
2 | $1,228 | |
| 5 | SKY |
Champion Homes, Inc.
|
11 | $969 | |
| 6 | MHO |
M/I Homes, Inc.
|
6 | $964 | |
| 7 | IBP |
Installed Building Products, Inc.
|
3 | $689 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
8 | $640 |
All Filings in PHM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,605 | 500 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $58,805 | 500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $58,630 | 500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $66,065 | 500 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $52,730 | 500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $51,400 | 500 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $54,450 | 500 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $71,765 | 500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $55,050 | 500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $120,620 | 1,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $103,220 | 1,000 | Shares | Sole | 2024-02-05 | |
| 2022-12-31 | $91 | 2 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $19,777 | 346 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,148 | 221 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $12,059 | 221 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $15,260 | 291 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,763 | 296 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $12,729 | 275 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||