Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,058,698
+$235,626 QoQ
Shares Held
15,004
-3.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#354
of 1,039 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 44%
Shared 56%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Venturi Wealth Management, LLC holds $3,026,042 across 2 Residential Construction names. PHM ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
15,004 | $2,058,698 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,939 | $967,344 |
All Filings in PHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,698 | 15,004 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,823,072 | 15,501 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,881,904 | 16,049 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,130,066 | 16,121 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $1,830,890 | 17,361 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,882,987 | 18,317 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,730,420 | 15,890 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,247,966 | 15,662 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,848,578 | 16,790 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,367,347 | 11,336 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $17,857 | 173 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $14,810 | 200 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $2,097 | 27 | Shares | Other | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||