Independent Advisor Alliance

Position in PHM — Pultegroup Inc/Mi/

CIK 1696899 CHARLOTTE, NC

Position in PHM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$996,144

+$187,576 QoQ

Shares Held

7,260

+5.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#465

of 1,035 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Independent Advisor Alliance holds $4,790,095 across 5 Residential Construction names. PHM ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	9,746	$1,587,428
2	PHM	Pultegroup Inc/Mi/ This page	7,260	$996,144
3	NVR	Nvr Inc	141	$960,689
4	GRBK	Green Brick Partners, Inc.	8,645	$691,945
5	TOL	Toll Brothers, Inc.	3,362	$553,889

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,144	7,260	+5.6%	Shares	Sole	2026-08-12
2026-03-31	$808,568	6,875	+4.0%	Shares	Sole	2026-05-12
2025-12-31	$775,205	6,611	-0.2%	Shares	Sole	2026-02-04
2025-09-30	$875,228	6,624	+3.3%	Shares	Sole	2025-11-04
2025-06-30	$676,419	6,414	-28.8%	Shares	Sole	2025-08-11
2025-03-31	$926,433	9,012	-8.7%	Shares	Sole	2025-05-12
2024-12-31	$1,074,624	9,868	+21.3%	Shares	Sole	2025-02-07
2024-09-30	$1,167,328	8,133	+47.4%	Shares	Sole	2024-11-13
2024-06-30	$607,531	5,518	+29.0%	Shares	Sole	2024-08-12
2024-03-31	$516,132	4,279	+81.8%	Shares	Sole	2024-05-08
2023-12-31	$242,979	2,354	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.