Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,276,556
+$919,971 QoQ
Shares Held
31,168
+9.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#275
of 1,035 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Merit Financial Group, LLC holds $22,182,050 across 7 Residential Construction names. PHM ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
1,397 | $9,518,318 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
31,168 | $4,276,556 | |
| 3 | TOL |
Toll Brothers, Inc.
|
23,114 | $3,808,027 | |
| 4 | DHI |
Horton D R Inc /De/
|
16,640 | $2,710,319 | |
| 5 | LEN |
Lennar Corp /New/
|
14,972 | $1,354,811 | |
| 6 | MTH |
Meritage Homes CORP
|
3,457 | $289,867 | |
| 7 | LGIH |
LGI Homes, Inc.
|
3,520 | $224,152 |
All Filings in PHM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,556 | 31,168 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,356,585 | 28,540 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,178,799 | 27,109 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,833,657 | 21,446 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,126,917 | 20,168 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,581,886 | 15,388 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,391,197 | 12,775 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $355,380 | 2,476 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $989,578 | 8,988 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||