Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$543,488
+$210,182 QoQ
Shares Held
3,961
+39.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#569
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,947,785 across 13 Residential Construction names. PHM ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
115 | $783,540 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
3,961 | $543,488 | |
| 3 | DHI |
Horton D R Inc /De/
|
2,134 | $347,585 | |
| 4 | LEN |
Lennar Corp /New/
|
2,590 | $234,235 | |
| 5 | TOL |
Toll Brothers, Inc.
|
209 | $34,432 | |
| 6 | MTH |
Meritage Homes CORP
|
15 | $1,257 | |
| 7 | IBP |
Installed Building Products, Inc.
|
4 | $919 | |
| 8 | SKY |
Champion Homes, Inc.
|
8 | $704 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,488 | 3,961 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $333,306 | 2,834 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $434,448 | 3,705 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $461,530 | 3,493 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $334,097 | 3,168 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $259,467 | 2,524 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $224,769 | 2,064 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $266,822 | 1,859 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $206,217 | 1,873 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $225,197 | 1,867 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $191,782 | 1,858 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $122,182 | 1,650 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $114,267 | 1,471 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $84,972 | 1,458 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $65,153 | 1,431 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $45,037 | 1,201 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $47,952 | 1,210 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $55,475 | 1,324 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $40,469 | 708 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $38,940 | 848 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $50,695 | 929 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $232,938 | 4,442 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $230,993 | 5,357 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $261,584 | 5,651 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $177,126 | 5,205 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $25,199 | 1,129 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||