Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$153,119
-$55,632 QoQ
Shares Held
1,116
-37.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#790
of 1,035 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,421,471 across 18 Residential Construction names. PHM ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
30,485 | $4,965,392 | |
| 2 | TOL |
Toll Brothers, Inc.
|
2,797 | $460,803 | |
| 3 | NVR |
Nvr Inc
|
45 | $306,600 | |
| 4 | LEN |
Lennar Corp /New/
|
2,776 | $251,195 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
1,116 | $153,119 | |
| 6 | MTH |
Meritage Homes CORP
|
509 | $42,677 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
61 | $37,474 | |
| 8 | MHO |
M/I Homes, Inc.
|
214 | $34,404 |
All Filings in PHM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,119 | 1,116 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $208,751 | 1,775 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $145,984 | 1,245 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $159,479 | 1,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $127,815 | 1,212 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,941 | 408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,795 | 292 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $35,163 | 245 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $22,237 | 202 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,367 | 144 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $31,791 | 308 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $21,621 | 292 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $22,681 | 292 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,774 | 305 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,203 | 290 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,475 | 66 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,210 | 81 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,273 | 102 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,372 | 59 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||