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Chicago Partners Investment Group LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1563525 CHICAGO, IL

Position in PHM

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$597,961
-$50,305 QoQ
Shares Held
4,358
-20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#548
of 1,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $3,218,349 across 5 Residential Construction names. PHM ranks #4 (18.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
4,358 $597,961

All Filings in PHM

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $597,961 4,358
2026-03-31 $648,266 5,512
2025-12-31 $649,620 5,540
2025-09-30 $794,894 6,016
2025-06-30 $407,602 3,865
2025-03-31 $259,672 2,526