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Equibles

OneDigital Investment Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1690370 OVERLAND PARK, KS
Back to PHM Full portfolio

Position in PHM

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$342,887
+$66,622 QoQ
Shares Held
2,499
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 1,041 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $5,446,941 across 7 Residential Construction names. PHM ranks #6 (6.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LGIH
LGI Homes, Inc.
 43,005 $2,738,558
2 IBP
Installed Building Products, Inc.
 3,855 $886,033
3 KBH
Kb Home
 8,540 $534,518
4 CVCO
Cavco Industries, Inc.
 623 $382,758
5 DHI
Horton D R Inc /De/
 2,170 $353,449
6 PHM
Pultegroup Inc/Mi/
This page 		2,499 $342,887
7 TOL
Toll Brothers, Inc.
 1,267 $208,738

All Filings in PHM

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $342,887 2,499
2026-03-31 $276,265 2,349
2025-12-31 $399,973 3,411
2025-09-30 $459,283 3,476
2025-06-30 $369,742 3,506
2025-03-31 $341,398 3,321
2024-12-31 $315,483 2,897
2024-09-30 $414,945 2,891
2024-06-30 $520,112 4,724
2024-03-31 $232,675 1,929
2023-06-30 $218,280 2,810