Position in PHM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$656,851
+$99,749 QoQ
Shares Held
5,585
+17.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Belpointe Asset Management LLC holds $5,853,284 across 6 Residential Construction names. PHM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRBK |
Green Brick Partners, Inc.
|
49,365 | $3,181,574 | |
| 2 | TOL |
Toll Brothers, Inc.
|
4,980 | $679,620 | |
| 3 | PHM |
Pultegroup Inc/Mi/
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|
5,585 | $656,851 | |
| 4 | MHO |
M/I Homes, Inc.
|
4,903 | $600,372 | |
| 5 | DHI |
Horton D R Inc /De/
|
3,380 | $463,803 | |
| 6 | HOV |
Hovnanian Enterprises Inc
|
2,444 | $271,064 |
All Filings in PHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $656,851 | 5,585 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $557,102 | 4,751 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $618,368 | 4,680 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $486,486 | 4,613 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $854,679 | 8,314 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $356,865 | 3,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,693 | 3,154 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $599,824 | 5,448 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $375,972 | 3,117 | Shares | Sole | 2024-05-08 | |
| 2023-06-30 | $374,029 | 4,815 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $719,583 | 12,347 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $547,316 | 12,021 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $100,065 | 2,525 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||