Lido Advisors, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1650150 Los Angeles, CA

Position in PHM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$767,552

+$141,632 QoQ

Shares Held

5,594

+5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#501

of 1,035 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Consumer Cyclical · as of Jun 30, 2026

Lido Advisors, LLC holds $13,004,043 across 7 Residential Construction names. PHM ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	58,398	$9,511,865
2	LEN	Lennar Corp /New/	9,120	$825,268
3	NVR	Nvr Inc	119	$810,794
4	PHM	Pultegroup Inc/Mi/ This page	5,594	$767,552
5	GRBK	Green Brick Partners, Inc.	5,719	$457,748
6	TOL	Toll Brothers, Inc.	2,326	$383,208
7	MTH	Meritage Homes CORP	2,953	$247,608

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,552	5,594	+5.1%	Shares	Sole	2026-08-07
2026-03-31	$625,920	5,322	+17.8%	Shares	Sole	2026-05-13
2025-12-31	$529,663	4,517	+0.4%	Shares	Sole	2026-02-10
2025-09-30	$594,188	4,497	-47.3%	Shares	Sole	2025-11-14
2025-06-30	$899,257	8,527	+6.3%	Shares	Sole	2025-08-13
2025-03-31	$824,661	8,022	+168.0%	Shares	Sole	2025-05-15
2024-12-31	$325,937	2,993	-16.7%	Shares	Sole	2025-02-14
2024-09-30	$515,990	3,595	-95.1%	Shares	Sole	2024-11-14
2024-06-30	$8,019,793	72,841	+1259.2%	Shares	Sole	2024-08-15
2024-03-31	$646,401	5,359	-15.3%	Shares	Sole	2024-05-15
2023-12-31	$652,969	6,326	+6.1%	Shares	Sole	2024-02-14
2023-09-30	$441,412	5,961	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.