Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,212,992
+$1,361,660 QoQ
Shares Held
52,569
+5.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#211
of 1,035 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Larson Financial Group LLC holds $8,004,870 across 17 Residential Construction names. PHM ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
52,569 | $7,212,992 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,631 | $428,537 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,023 | $168,539 | |
| 4 | SKY |
Champion Homes, Inc.
|
757 | $66,706 | |
| 5 | LEN |
Lennar Corp /New/
|
526 | $47,567 | |
| 6 | MTH |
Meritage Homes CORP
|
225 | $18,866 | |
| 7 | BZH |
Beazer Homes USA Inc
|
486 | $13,632 | |
| 8 | NVR |
Nvr Inc
|
2 | $13,626 |
All Filings in PHM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,212,992 | 52,569 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,851,332 | 49,752 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,800,265 | 49,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,947,964 | 45,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,691,071 | 44,482 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,981,032 | 38,726 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,996,085 | 36,695 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,902,554 | 34,157 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,654,439 | 33,192 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,926,542 | 32,553 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,393,460 | 32,876 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,599,747 | 35,108 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,696,195 | 34,709 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,778,530 | 30,517 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,334,074 | 29,301 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $305,175 | 8,138 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $37,767 | 953 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,346 | 414 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $23,607 | 413 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $10,150 | 186 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $19,490 | 452 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $20,876 | 451 | Shares | Sole | 2020-10-08 | |
| No filing history on record for this holder in this stock. | ||||||