Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in PHM — Pultegroup Inc/Mi/

CIK 1544599 ZURICH, V8

Position in PHM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,029,596

+$401,366 QoQ

Shares Held

22,080

-1.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 1,035 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $18,836,186 across 3 Residential Construction names. PHM ranks #2 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	81,551	$13,435,527
2	PHM	Pultegroup Inc/Mi/ This page	22,080	$3,029,596
3	NVR	Nvr Inc	348	$2,371,063

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,029,596	22,080	-1.2%	Shares	Sole	2026-08-10
2026-03-31	$2,628,230	22,347	-18.5%	Shares	Sole	2026-05-05
2025-12-31	$3,216,207	27,428	-27.5%	Shares	Sole	2026-02-05
2025-09-30	$5,000,459	37,845	-6.9%	Shares	Sole	2025-11-13
2025-06-30	$4,287,581	40,656	+78084.6%	Shares	Sole	2025-08-14
2025-03-31	$5,345	52	-97.3%	Shares	Sole	2025-09-17
2024-12-31	$206,147	1,893	-20.9%	Shares	Sole	2025-02-07
2024-09-30	$343,610	2,394	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$280,534	2,548	-71.3%	Shares	Sole	2024-08-14
2024-03-31	$1,070,743	8,877	+248.1%	Shares	Sole	2024-05-14
2023-06-30	$198,084	2,550	-35.9%	Shares	Sole	2023-07-24
2023-03-31	$231,954	3,980	-1.0%	Shares	Sole	2023-05-11
2022-12-31	$183,030	4,020	+268.5%	Shares	Sole	2023-01-24
2022-09-30	$40,912	1,091	-46.6%	Shares	Sole	2022-11-04
2022-06-30	$80,924	2,042	-0.1%	Shares	Sole	2022-07-22
2022-03-31	$85,685	2,045	-78.6%	Shares	Sole	2022-05-09
2021-12-31	$547,364	9,576	+47.8%	Shares	Sole	2022-02-15
2021-09-30	$297,423	6,477	-90.5%	Shares	Sole	2021-11-12
2021-06-30	$3,740,009	68,536	+490.5%	Shares	Sole	2021-07-23
2021-03-31	$608,671	11,607	-54.5%	Shares	Sole	2021-05-10
2020-12-31	$1,100,982	25,533	+112.5%	Shares	Sole	2021-02-24
2020-09-30	$556,128	12,014	-83.3%	Shares	Sole	2020-11-10
2020-06-30	$2,448,662	71,956	+64.9%	Shares	Sole	2020-08-12
2020-03-31	$973,910	43,634	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.