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World Investment Advisors

Position in PHM — Pultegroup Inc/Mi/

CIK 1652594 SANTA BARBARA, CA

Position in PHM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$478,588
+$18,498 QoQ
Shares Held
3,488
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#598
of 1,035 holders
Holding Since
Mar 2024
10 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

World Investment Advisors holds $1,748,307 across 4 Residential Construction names. PHM ranks #2 (27.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
3,488 $478,588

All Filings in PHM

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $478,588 3,488
2026-03-31 $460,090 3,912
2025-12-31 $459,893 3,922
2025-09-30 $565,515 4,280
2025-06-30 $420,257 3,985
2025-03-31 $365,659 3,557
2024-12-31 $1,311,917 12,047
2024-09-30 $1,365,687 9,515
2024-06-30 $859,770 7,809
2024-03-31 $632,531 5,244