Sequoia Financial Advisors, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1599900 Akron, OH

Position in PHM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,340,240

+$1,502,584 QoQ

Shares Held

24,344

+55.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#293

of 1,035 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $13,171,312 across 9 Residential Construction names. PHM ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	24,344	$3,340,240
2	DHI	Horton D R Inc /De/	15,630	$2,545,814
3	TOL	Toll Brothers, Inc.	9,176	$1,511,746
4			18,559	$1,331,422
5	LEN	Lennar Corp /New/	14,609	$1,321,968
6	KBH	Kb Home	15,562	$974,025
7	NVR	Nvr Inc	140	$953,875
8	MTH	Meritage Homes CORP	11,228	$941,467

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,340,240	24,344	+55.8%	Shares	Sole	2026-07-17
2026-03-31	$1,837,656	15,625	+8.0%	Shares	Sole	2026-04-30
2025-12-31	$1,696,165	14,465	+71.4%	Shares	Sole	2026-02-03
2025-09-30	$1,115,045	8,439	+11.8%	Shares	Sole	2025-10-29
2025-06-30	$796,012	7,548	-65.7%	Shares	Sole	2025-07-25
2025-03-31	$2,263,142	22,015	+11.7%	Shares	Sole	2025-04-23
2024-12-31	$2,146,636	19,712	+0.4%	Shares	Sole	2025-08-08
2024-09-30	$2,816,632	19,624	+8.3%	Shares	Sole	2024-10-21
2024-06-30	$1,995,782	18,127	+3.7%	Shares	Sole	2024-07-15
2024-03-31	$2,108,678	17,482	-0.5%	Shares	Sole	2024-04-30
2023-12-31	$1,812,852	17,563	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.