Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,455,483
+$1,001,238 QoQ
Shares Held
32,472
+10.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#271
of 1,035 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026IFG Advisory, LLC holds $9,795,127 across 6 Residential Construction names. PHM ranks #1 (45.5% of the industry book) .
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,455,483 | 32,472 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,454,245 | 29,458 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,796,491 | 28,733 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,775,074 | 26,314 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,567,532 | 24,976 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,610,877 | 23,975 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,413,861 | 23,785 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,610,471 | 23,710 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,798,625 | 23,202 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,904,301 | 28,137 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,979,874 | 26,737 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||