Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,432,789
+$1,414,178 QoQ
Shares Held
61,459
+3.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#194
of 1,035 holders
Holding Since
Dec 2020
11 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, 2026Bogart Wealth, LLC holds $8,469,933 across 13 Residential Construction names. PHM ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
61,459 | $8,432,789 | |
| 2 | TOL |
Toll Brothers, Inc.
|
52 | $8,567 | |
| 3 | DHI |
Horton D R Inc /De/
|
47 | $7,655 | |
| 4 | LEN |
Lennar Corp /New/
|
73 | $6,605 | |
| 5 | MTH |
Meritage Homes CORP
|
53 | $4,444 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
169 | $2,916 | |
| 7 | LGIH |
LGI Homes, Inc.
|
38 | $2,419 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
14 | $1,004 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,432,789 | 61,459 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,018,611 | 59,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,772,703 | 57,758 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,423,379 | 71,319 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,243,520 | 68,685 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,719,419 | 65,364 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,936,385 | 63,695 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,575,539 | 45,813 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,488,188 | 31,682 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $6,101 | 134 | Shares | Sole | 2023-02-06 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||