Summit Trail Advisors, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1698478 NEW YORK, NY

Position in PHM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,126,604

+$450,271 QoQ

Shares Held

22,787

+0.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#304

of 1,035 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $14,687,938 across 6 Residential Construction names. PHM ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,764	$4,196,440
2	LEN	Lennar Corp /New/	42,565	$3,821,405
3	PHM	Pultegroup Inc/Mi/ This page	22,787	$3,126,604
4	TOL	Toll Brothers, Inc.	14,370	$2,367,457
5	NVR	Nvr Inc	91	$620,019
6	CVCO	Cavco Industries, Inc.	905	$556,013

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,126,604	22,787	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$2,676,333	22,756	+7.1%	Shares	Sole	2026-05-12
2025-12-31	$2,492,478	21,256	-15.3%	Shares	Sole	2026-02-17
2025-09-30	$3,316,330	25,099	+80.5%	Shares	Sole	2025-11-14
2025-06-30	$1,466,737	13,908	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.