Position in PHM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$36,772
+$5,488 QoQ
Shares Held
268
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#862
of 1,035 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $419,377 across 13 Residential Construction names. PHM ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
37 | $252,095 | |
| 2 | DHI |
Horton D R Inc /De/
|
352 | $57,333 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
268 | $36,772 | |
| 4 | TOL |
Toll Brothers, Inc.
|
164 | $27,019 | |
| 5 | LEN |
Lennar Corp /New/
|
160 | $14,478 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
182 | $13,056 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
10 | $6,143 | |
| 8 | SKY |
Champion Homes, Inc.
|
53 | $4,670 |
All Filings in PHM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,772 | 268 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $31,284 | 266 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $30,135 | 257 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $28,011 | 212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,357 | 212 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $22,307 | 217 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $23,086 | 212 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $30,428 | 212 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,295 | 257 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $45,594 | 378 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,559 | 267 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,104 | 258 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $20,041 | 258 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $15,036 | 258 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $12,247 | 269 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,562 | 255 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $6,816 | 172 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,986 | 119 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,344 | 76 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||