Capital Analysts, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1624758 FORT WASHINGTON, PA

Position in PHM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$306,252

+$38,688 QoQ

Shares Held

2,232

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#681

of 1,035 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Capital Analysts, LLC holds $11,133,764 across 4 Residential Construction names. PHM ranks #2 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	66,442	$10,822,072
2	PHM	Pultegroup Inc/Mi/ This page	2,232	$306,252
3	TOL	Toll Brothers, Inc.	54	$5,439
4	LEN	Lennar Corp /New/	15	$1

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$306,252	2,232	-2.5%	Shares	Defined	2026-08-05
2026-03-31	$267,564	2,290	+0.4%	Shares	Defined	2026-05-14
2025-12-31	$267,352	2,280	-2.3%	Shares	Defined	2026-05-15
2025-09-30	$308,391	2,334	-0.7%	Shares	Defined	2025-11-14
2025-06-30	$247,831	2,350	0.0%	Shares	Defined	2025-08-13
2025-03-31	$241,580	2,350	-30.2%	Shares	Defined	2025-05-14
2024-12-31	$366,448	3,365	+1.7%	Shares	Defined	2025-02-14
2024-09-30	$475,084	3,310	+30.7%	Shares	Defined	2024-11-13
2024-06-30	$278,773	2,532	+49.6%	Shares	Defined	2024-08-14
2024-03-31	$204,089	1,692	+18.4%	Shares	Defined	2024-05-14
2023-12-31	$147,501	1,429	+5.4%	Shares	Defined	2024-01-30
2023-09-30	$100,411	1,356	+18.0%	Shares	Defined	2023-11-13
2023-06-30	$89,254	1,149	-7.3%	Shares	Defined	2023-08-11
2023-03-31	$72,208	1,239	-53.8%	Shares	Defined	2023-05-05
2022-12-31	$122,065	2,681	-20.1%	Shares	Defined	2023-02-08
2022-09-30	$125,887	3,357	+25.3%	Shares	Defined	2022-11-14
2022-06-30	$106,208	2,680	+4.6%	Shares	Defined	2022-08-12
2022-03-31	$107,347	2,562	+30.4%	Shares	Defined	2022-05-12
2021-12-31	$112,319	1,965	0.0%	Shares	Defined	2022-02-10
2021-09-30	$90,232	1,965	-1.2%	Shares	Defined	2021-11-04
2021-03-31	$104,303	1,989	+1.2%	Shares	Defined	2021-05-17
2020-12-31	$84,730	1,965	-5.1%	Shares	Sole	2021-02-16
2020-09-30	$95,866	2,071	0.0%	Shares	Sole	2020-11-12
2020-06-30	$70,476	2,071	0.0%	Shares	Sole	2020-08-07
2020-03-31	$46,224	2,071	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.