Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$517,281
+$84,006 QoQ
Shares Held
3,770
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#578
of 1,035 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Capital Investment Advisors, LLC holds $2,173,607 across 3 Residential Construction names. PHM ranks #2 (23.8% of the industry book) .
All Filings in PHM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,281 | 3,770 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $433,275 | 3,684 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $419,556 | 3,578 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $432,065 | 3,270 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $340,108 | 3,225 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $349,931 | 3,404 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $368,190 | 3,381 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $437,192 | 3,046 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $334,704 | 3,040 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $366,443 | 3,038 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $320,085 | 3,101 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $207,636 | 2,804 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $217,659 | 2,802 | Shares | Sole | 2023-07-11 | |
| 2021-03-31 | $170,587 | 3,253 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||