Position in PHM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$64,214
+$9,173 QoQ
Shares Held
468
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#834
of 1,035 holders
Holding Since
Dec 2021
18 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, 2026Capital Advisors, Ltd. LLC holds $258,098 across 8 Residential Construction names. PHM ranks #3 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
16 | $109,014 | |
| 2 | DHI |
Horton D R Inc /De/
|
497 | $80,951 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
468 | $64,214 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
2 | $1,228 | |
| 5 | TOL |
Toll Brothers, Inc.
|
5 | $823 | |
| 6 | LEN |
Lennar Corp /New/
|
9 | $814 | |
| 7 | KBH |
Kb Home
|
13 | $813 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
14 | $241 |
All Filings in PHM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,214 | 468 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $55,041 | 468 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $54,877 | 468 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $61,836 | 468 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $49,355 | 468 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $48,316 | 470 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $54,558 | 501 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $69,181 | 482 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $52,187 | 474 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,754 | 56 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,367 | 52 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,850 | 52 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,039 | 52 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,030 | 52 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2 | 52 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,012 | 27 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $515 | 13 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $628 | 11 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||