BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PHM — Pultegroup Inc/Mi/
CIK 1654599
MORRISTOWN, NJ
Position in PHM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,006,984
+$229,112 QoQ
Shares Held
7,339
+11.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#463
of 1,035 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $18,443,306 across 5 Residential Construction names. PHM ranks #3 (5.5% of the industry book) .
All Filings in PHM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,984 | 7,339 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $777,872 | 6,614 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $648,799 | 5,533 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $690,511 | 5,226 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $551,133 | 5,226 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $569,923 | 5,544 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $603,741 | 5,544 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $795,730 | 5,544 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $620,413 | 5,635 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $679,693 | 5,635 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $581,438 | 5,633 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $415,864 | 5,616 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $433,920 | 5,586 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $325,552 | 5,586 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $256,834 | 5,641 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $228,466 | 5,765 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $242,098 | 5,778 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $331,585 | 5,801 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||