Crewe Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1730033 SALT LAKE CITY, UT

Position in PHM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$8,918

+$4,802 QoQ

Shares Held

+85.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#942

of 1,035 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Crewe Advisors LLC holds $91,393 across 5 Residential Construction names. PHM ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	224	$36,485
2	LGIH	LGI Homes, Inc.	370	$23,561
3	SKY	Champion Homes, Inc.	234	$20,620
4	PHM	Pultegroup Inc/Mi/ This page	65	$8,918
5	LEN	Lennar Corp /New/	20	$1,809

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,918	65	+85.7%	Shares	Sole	2026-07-24
2026-03-31	$4,116	35	+169.2%	Shares	Sole	2026-05-07
2025-12-31	$1,524	13	+225.0%	Shares	Sole	2026-01-16
2025-06-30	$421	4	0.0%	Shares	Sole	2025-07-30
2025-03-31	$411	4	0.0%	Shares	Sole	2025-04-23
2024-12-31	$435	4	-99.2%	Shares	Sole	2025-01-27
2022-09-30	$17,775	474	+2270.0%	Shares	Sole	2022-11-14
2021-06-30	$1,091	20	-76.2%	Shares	Sole	2021-08-11
2021-03-31	$4,404	84	-7.7%	Shares	Sole	2021-04-21
2020-12-31	$3,923	91	-35.0%	Shares	Sole	2021-01-27
2020-09-30	$6,480	140	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.