OneDigital Investment Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1690370 OVERLAND PARK, KS

Position in PHM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$276,265

-$123,708 QoQ

Shares Held

2,349

-31.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $4,829,547 across 6 Residential Construction names. PHM ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGIH	LGI Homes, Inc.	42,995	$1,699,592
2	CVCO	Cavco Industries, Inc.	2,088	$1,011,197
3	DHI	Horton D R Inc /De/	6,558	$899,888
4	KBH	Kb Home	10,227	$529,247
5	LEN	Lennar Corp /New/	4,760	$413,358
6	PHM	Pultegroup Inc/Mi/ This page	2,349	$276,265

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$276,265	2,349	-31.1%	Shares	Sole	2026-05-08
2025-12-31	$399,973	3,411	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$459,283	3,476	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$369,742	3,506	+5.6%	Shares	Sole	2025-08-07
2025-03-31	$341,398	3,321	+14.6%	Shares	Sole	2025-04-29
2024-12-31	$315,483	2,897	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$414,945	2,891	-38.8%	Shares	Sole	2024-11-06
2024-06-30	$520,112	4,724	+144.9%	Shares	Sole	2024-08-02
2024-03-31	$232,675	1,929	-31.4%	Shares	Sole	2024-05-10
2023-06-30	$218,280	2,810	—	Shares	Sole	2023-08-07
No filing history on record for this holder in this stock.