CX Institutional

Position in PHM — Pultegroup Inc/Mi/

CIK 1737089 AUBURN, IN

Position in PHM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$507,402

+$143,635 QoQ

Shares Held

3,698

+19.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#584

of 1,035 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CX Institutional holds $9,260,726 across 4 Residential Construction names. PHM ranks #2 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	51,677	$8,417,149
2	PHM	Pultegroup Inc/Mi/ This page	3,698	$507,402
3	LEN	Lennar Corp /New/	1,908	$172,654
4	NVR	Nvr Inc	24	$163,521

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,402	3,698	+19.6%	Shares	Sole	2026-07-02
2026-03-31	$363,767	3,093	+6.8%	Shares	Sole	2026-04-06
2025-12-31	$339,702	2,897	+12.2%	Shares	Sole	2026-02-02
2025-09-30	$341,159	2,582	+10.8%	Shares	Sole	2025-10-23
2025-06-30	$245,827	2,331	-1.6%	Shares	Sole	2025-07-16
2025-03-31	$243,533	2,369	-34.7%	Shares	Sole	2025-04-15
2024-12-31	$395,198	3,629	+0.5%	Shares	Sole	2025-01-21
2024-09-30	$518,286	3,611	+0.2%	Shares	Sole	2024-10-11
2024-06-30	$396,690	3,603	+127.0%	Shares	Sole	2024-07-11
2024-03-31	$191,423	1,587	+1.0%	Shares	Sole	2024-04-15
2023-12-31	$162,158	1,571	-97.8%	Shares	Sole	2024-01-12
2023-06-30	$5,500,909	70,815	-6.1%	Shares	Sole	2023-07-26
2023-03-31	$4,395,535	75,421	-11.4%	Shares	Sole	2023-05-04
2022-12-31	$3,876,014	85,131	+52.7%	Shares	Sole	2023-02-03
2022-09-30	$2,090,287	55,741	+29237.4%	Shares	Sole	2022-11-04
2022-06-30	$7,529	190	-49.6%	Shares	Sole	2022-08-02
2021-09-30	$17,311	377	-16.0%	Shares	Sole	2021-11-10
2021-06-30	$24,501	449	+19.4%	Shares	Sole	2021-08-04
2021-03-31	$19,717	376	+51.6%	Shares	Sole	2021-04-15
2020-12-31	$10,693	248	-13.0%	Shares	Sole	2021-01-12
2020-09-30	$13,192	285	+128.0%	Shares	Sole	2020-10-13
2020-06-30	$4,253	125	+197.6%	Shares	Sole	2020-08-06
2020-03-31	$937	42	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.