Belpointe Asset Management LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1721242 RENO, NV

Position in PHM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$633,086

-$23,765 QoQ

Shares Held

4,614

-17.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#541

of 1,040 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Belpointe Asset Management LLC holds $6,546,160 across 5 Residential Construction names. PHM ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GRBK	Green Brick Partners, Inc.	49,728	$3,980,229
2	TOL	Toll Brothers, Inc.	5,132	$845,497
3	MHO	M/I Homes, Inc.	4,636	$745,422
4	PHM	Pultegroup Inc/Mi/ This page	4,614	$633,086
5	HOV	Hovnanian Enterprises Inc	2,401	$341,926

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,086	4,614	-17.4%	Shares	Sole	2026-07-31
2026-03-31	$656,851	5,585	+17.6%	Shares	Sole	2026-04-28
2025-12-31	$557,102	4,751	+1.5%	Shares	Sole	2026-01-27
2025-09-30	$618,368	4,680	+1.5%	Shares	Sole	2025-11-03
2025-06-30	$486,486	4,613	-44.5%	Shares	Sole	2025-07-22
2025-03-31	$854,679	8,314	+153.7%	Shares	Other	2025-05-20
2024-12-31	$356,865	3,277	+3.9%	Shares	Sole	2025-02-13
2024-09-30	$452,693	3,154	-42.1%	Shares	Sole	2024-11-13
2024-06-30	$599,824	5,448	+74.8%	Shares	Sole	2024-08-02
2024-03-31	$375,972	3,117	-35.3%	Shares	Sole	2024-05-08
2023-06-30	$374,029	4,815	-61.0%	Shares	Sole	2023-08-15
2023-03-31	$719,583	12,347	+2.7%	Shares	Sole	2023-05-15
2022-12-31	$547,316	12,021	+376.1%	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.