Position in PHM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$15,504
+$2,215 QoQ
Shares Held
113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#914
of 1,039 holders
Holding Since
Sep 2022
16 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, 2026Moisand Fitzgerald Tamayo, LLC holds $17,458 across 2 Residential Construction names. PHM ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
113 | $15,504 | |
| 2 | DHI |
Horton D R Inc /De/
|
12 | $1,954 |
All Filings in PHM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,504 | 113 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,289 | 113 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $13,250 | 113 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $14,930 | 113 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,916 | 113 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,616 | 113 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $12,305 | 113 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,218 | 113 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $12,441 | 113 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,630 | 113 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $12,076 | 117 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $8,367 | 113 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,777 | 113 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $6,585 | 113 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,144 | 113 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,075 | 82 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||