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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1631073 WASHINGTON, DC
Back to PHM Full portfolio

Position in PHM

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,097
+$274 QoQ
Shares Held
8
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,008
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $17,273 across 7 Residential Construction names. PHM ranks #4 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DHI
Horton D R Inc /De/
 76 $12,378
2 LEN
Lennar Corp /New/
 25 $2,262
3 TOL
Toll Brothers, Inc.
 7 $1,153
4 PHM
Pultegroup Inc/Mi/
This page 		8 $1,097
5 TMHC
Taylor Morrison Home Corp
 3 $215
6 SKY
Champion Homes, Inc.
 1 $88
7 GRBK
Green Brick Partners, Inc.
 1 $80

All Filings in PHM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,097 8
2026-03-31 $823 7
2025-12-31 $703 6
2025-09-30 $2,246 17
2025-06-30 $1,160 11
2025-03-31 $1,130 11
2024-12-31 $1,197 11
2024-09-30 $1,578 11
2024-06-30 $1,211 11
2024-03-31 $1,326 11
2023-12-31 $1,135 11
2023-09-30 $814 11
2023-06-30 $854 11
2023-03-31 $641 11
2022-12-31 $500 11
2022-09-30 $1,875 50
2022-06-30 $1,981 50
2022-03-31 $3,268 78
2021-12-31 $4,458 78
2021-09-30 $3,581 78
2021-06-30 $4,256 78
2021-03-31 $4,195 80
2020-12-31 $2,889 67
2020-09-30 $3,101 67
2020-06-30 $2,280 67
2020-03-31 $1,495 67

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