ATLAS CAPITAL ADVISORS INC.

Position in PHM — Pultegroup Inc/Mi/

CIK 1434165 JACKSON, WY

Position in PHM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,140,077

+$157,681 QoQ

Shares Held

8,309

-0.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#441

of 1,035 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $4,166,553 across 6 Residential Construction names. PHM ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	8,309	$1,140,077
2	TOL	Toll Brothers, Inc.	5,951	$980,427
3	DHI	Horton D R Inc /De/	4,693	$764,395
4	NVR	Nvr Inc	77	$524,631
5	LEN	Lennar Corp /New/	4,594	$415,711
6	IBP	Installed Building Products, Inc.	1,485	$341,312

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,140,077	8,309	-0.5%	Shares	Sole	2026-08-13
2026-03-31	$982,396	8,353	-0.4%	Shares	Sole	2026-05-11
2025-12-31	$983,576	8,388	+3.9%	Shares	Sole	2026-02-13
2025-06-30	$851,167	8,071	-3.7%	Shares	Sole	2025-08-12
2025-03-31	$861,258	8,378	-5.7%	Shares	Sole	2025-05-12
2024-12-31	$967,467	8,884	-0.3%	Shares	Sole	2025-02-12
2024-09-30	$1,279,569	8,915	0.0%	Shares	Sole	2024-11-05
2024-06-30	$981,541	8,915	-10.5%	Shares	Sole	2024-07-30
2024-03-31	$1,201,616	9,962	+2.3%	Shares	Sole	2024-04-15
2023-12-31	$1,005,053	9,737	+3.7%	Shares	Sole	2024-02-15
2023-09-30	$695,477	9,392	+2.7%	Shares	Sole	2023-11-14
2023-06-30	$710,305	9,144	+21.2%	Shares	Sole	2023-08-15
2023-03-31	$439,547	7,542	+13.7%	Shares	Sole	2023-05-16
2022-12-31	$302,091	6,635	0.0%	Shares	Sole	2023-02-15
2022-09-30	$248,812	6,635	0.0%	Shares	Sole	2022-11-08
2022-06-30	$262,945	6,635	-21.0%	Shares	Sole	2022-08-16
2022-03-31	$351,708	8,394	-2.5%	Shares	Sole	2022-05-11
2021-12-31	$492,033	8,608	-3.5%	Shares	Sole	2022-02-01
2021-09-30	$409,560	8,919	0.0%	Shares	Sole	2021-10-28
2021-06-30	$486,709	8,919	0.0%	Shares	Sole	2021-07-30
2021-03-31	$467,712	8,919	-2.3%	Shares	Sole	2021-05-10
2020-12-31	$393,513	9,126	-8.2%	Shares	Sole	2021-02-16
2020-09-30	$460,215	9,942	-4.8%	Shares	Sole	2020-10-23
2020-06-30	$355,239	10,439	+111.4%	Shares	Sole	2020-07-28
2020-03-31	$110,193	4,937	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.