Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,163,296
+$3,182,568 QoQ
Shares Held
139,664
+2.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#124
of 1,035 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $32,339,615 across 4 Residential Construction names. PHM ranks #1 (59.3% of the industry book) .
All Filings in PHM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,163,296 | 139,664 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,980,728 | 135,879 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $16,115,627 | 137,435 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,475,381 | 132,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,260,483 | 144,704 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,839,655 | 134,627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,588,541 | 124,780 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,937,713 | 111,041 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,200,544 | 92,648 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,695,857 | 72,093 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,867,123 | 66,529 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,946,761 | 66,803 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $8,329,547 | 107,229 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,907,170 | 118,517 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,150,748 | 288,837 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,000,124 | 346,670 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,838,274 | 172,553 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||