Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,886,612
+$1,211,077 QoQ
Shares Held
101,207
-6.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#139
of 1,035 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cetera Investment Advisers holds $53,963,770 across 13 Residential Construction names. PHM ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
89,747 | $14,617,991 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
101,207 | $13,886,612 | |
| 3 | LEN |
Lennar Corp /New/
|
98,936 | $8,948,067 | |
| 4 | TOL |
Toll Brothers, Inc.
|
35,956 | $5,923,751 | |
| 5 | NVR |
Nvr Inc
|
625 | $4,258,374 | |
| 6 | MTH |
Meritage Homes CORP
|
28,510 | $2,390,563 | |
| 7 | KBH |
Kb Home
|
24,511 | $1,534,143 | |
| 8 | IBP |
Installed Building Products, Inc.
|
4,079 | $937,517 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,886,612 | 101,207 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,675,535 | 107,776 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,341,966 | 105,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,837,974 | 104,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,700,632 | 91,984 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,602,959 | 93,414 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,675,031 | 98,026 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,664,316 | 102,169 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,052,058 | 100,382 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $11,409,204 | 94,588 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,274,649 | 41,413 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,802,216 | 64,851 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,812,404 | 36,205 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,143,337 | 19,618 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,209,868 | 26,573 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,075 | 8,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $376,049 | 9,489 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $444,852 | 10,617 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $733,820 | 12,838 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $467,787 | 10,187 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $573,366 | 10,507 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $546,949 | 10,430 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $500,623 | 11,610 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $210,249 | 4,542 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||