Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,115,517
+$522,645 QoQ
Shares Held
8,130
+61.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 1,035 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,214,605 across 11 Residential Construction names. PHM ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
9,124 | $1,486,117 | |
| 2 | PHM |
Pultegroup Inc/Mi/
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|
8,130 | $1,115,517 | |
| 3 | TOL |
Toll Brothers, Inc.
|
6,107 | $1,006,128 | |
| 4 | LEN |
Lennar Corp /New/
|
8,946 | $809,493 | |
| 5 | MHO |
M/I Homes, Inc.
|
4,386 | $705,224 | |
| 6 | NVR |
Nvr Inc
|
54 | $367,923 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
4,306 | $344,652 | |
| 8 | KBH |
Kb Home
|
5,425 | $339,550 |
All Filings in PHM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,517 | 8,130 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $592,872 | 5,041 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $818,240 | 6,978 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,490,030 | 11,277 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,767,347 | 35,723 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,547,833 | 34,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,236,399 | 29,719 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,343,648 | 30,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,701,782 | 33,622 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,545,383 | 29,393 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,146,666 | 20,797 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $730,355 | 9,863 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,023,667 | 13,178 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $95,171 | 1,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,453 | 1,831 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $217,843 | 3,992 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||