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Clearstead Trust, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1708001 PORTLAND, ME

Position in PHM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$12,760
+$59 QoQ
Shares Held
93
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#923
of 1,035 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Clearstead Trust, LLC holds $127,042 across 6 Residential Construction names. PHM ranks #4 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PHM
Pultegroup Inc/Mi/
This page
93 $12,760

All Filings in PHM

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,760 93
2026-03-31 $12,701 108
2025-12-31 $10,905 93
2025-09-30 $18,233 138
2025-06-30 $14,553 138