Foundations Investment Advisors, LLC
EndowmentPosition in PHM — Pultegroup Inc/Mi/
CIK 1743404
PHOENIX, AZ
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$573,263
+$185,974 QoQ
Shares Held
4,178
+26.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#554
of 1,035 holders
Holding Since
Dec 2023
8 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, 2026Foundations Investment Advisors, LLC holds $2,001,216 across 3 Residential Construction names. PHM ranks #3 (28.6% of the industry book) .
All Filings in PHM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,263 | 4,178 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $387,289 | 3,293 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $359,870 | 3,069 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $313,015 | 2,369 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $228,426 | 2,166 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $239,524 | 2,330 | Shares | Sole | 2025-05-07 | |
| 2024-03-31 | $330,498 | 2,740 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $266,410 | 2,581 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||