Diversified Trust Co

Bank

Position in PHM — Pultegroup Inc/Mi/

CIK 1479844 MEMPHIS, TN

Position in PHM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$336,438

+$40,885 QoQ

Shares Held

2,452

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#668

of 1,035 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Diversified Trust Co holds $3,777,896 across 4 Residential Construction names. PHM ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBP	Installed Building Products, Inc.	11,576	$2,660,627
2	DHI	Horton D R Inc /De/	3,105	$505,742
3	PHM	Pultegroup Inc/Mi/ This page	2,452	$336,438
4	LEN	Lennar Corp /New/	3,040	$275,089

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,438	2,452	-2.4%	Shares	Sole	2026-07-17
2026-03-31	$295,553	2,513	+5.7%	Shares	Sole	2026-04-16
2025-12-31	$278,727	2,377	-0.1%	Shares	Sole	2026-01-09
2025-09-30	$314,469	2,380	+4.5%	Shares	Sole	2025-10-20
2025-06-30	$240,132	2,277	-2.4%	Shares	Sole	2025-07-11
2025-03-31	$239,729	2,332	-65.3%	Shares	Sole	2025-04-24
2023-06-30	$521,310	6,711	+27.3%	Shares	Sole	2023-07-18
2023-03-31	$307,252	5,272	+1.8%	Shares	Sole	2023-04-07
2022-03-31	$217,000	5,179	+13.7%	Shares	Sole	2022-04-07
2021-06-30	$248,457	4,553	+15.9%	Shares	Sole	2021-07-20
2021-03-31	$205,984	3,928	-17.9%	Shares	Sole	2021-05-10
2020-12-31	$206,286	4,784	-11.1%	Shares	Sole	2021-01-08
2020-09-30	$248,993	5,379	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.