Position in PHM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,133,217
+$161,877 QoQ
Shares Held
8,259
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#441
of 1,032 holders
Holding Since
Sep 2025
4 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, 2026Morningstar Investment Management LLC holds $2,131,508 across 2 Residential Construction names. PHM ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
8,259 | $1,133,217 | |
| 2 | DHI |
Horton D R Inc /De/
|
6,129 | $998,291 |
All Filings in PHM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,217 | 8,259 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $971,340 | 8,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $740,145 | 6,312 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $834,929 | 6,319 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||