Position in PHM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$299,529
+$29,967 QoQ
Shares Held
2,183
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#685
of 1,035 holders
Holding Since
Jun 2023
12 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, 2026Trust Asset Management LLC holds $1,225,535 across 4 Residential Construction names. PHM ranks #2 (24.4% of the industry book) .
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,529 | 2,183 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $269,562 | 2,292 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $268,759 | 2,292 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $314,733 | 2,382 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,205 | 2,382 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $244,869 | 2,382 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $286,080 | 2,627 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $377,053 | 2,627 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $289,232 | 2,627 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $316,868 | 2,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $271,158 | 2,627 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $204,065 | 2,627 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||