Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,210,893
+$188,052 QoQ
Shares Held
74,418
-12.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#172
of 1,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $38,295,765 across 9 Residential Construction names. PHM ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
73,587 | $12,123,458 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
74,418 | $10,210,893 | |
| 3 | DHI |
Horton D R Inc /De/
|
35,228 | $5,737,936 | |
| 4 | NVR |
Nvr Inc
|
734 | $5,001,035 | |
| 5 | LEN |
Lennar Corp /New/
|
37,375 | $3,382,063 | |
| 6 | MTH |
Meritage Homes CORP
|
14,628 | $1,226,557 | |
| 7 | IBP |
Installed Building Products, Inc.
|
1,425 | $327,522 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
466 | $286,301 |
All Filings in PHM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,210,893 | 74,418 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,022,841 | 85,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,774,090 | 83,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,744,776 | 13,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,457,457 | 13,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,286,747 | 12,517 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,131,362 | 10,389 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,372,433 | 9,562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,317,456 | 11,966 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||