Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,531,517
+$131,081 QoQ
Shares Held
13,022
+9.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $10,528,511 across 10 Residential Construction names. PHM ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
23,174 | $2,012,430 | |
| 2 | BZH |
Beazer Homes USA Inc
|
87,423 | $1,682,018 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
13,022 | $1,531,517 | |
| 4 | NVR |
Nvr Inc
|
229 | $1,509,071 | |
| 5 | TOL |
Toll Brothers, Inc.
|
7,432 | $1,014,245 | |
| 6 | DHI |
Horton D R Inc /De/
|
6,901 | $946,955 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
7,742 | $858,665 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
6,184 | $360,156 |
All Filings in PHM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,531,517 | 13,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,400,436 | 11,943 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,003,791 | 7,597 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $827,966 | 7,851 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $817,054 | 7,948 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $873,813 | 8,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,367,697 | 9,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,113,000 | 10,109 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,235,269 | 10,241 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,097,125 | 10,629 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $820,844 | 11,085 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $804,764 | 10,360 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $589,677 | 10,118 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $475,515 | 10,444 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $404,550 | 10,788 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $424,912 | 10,722 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $558,066 | 13,319 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $563,426 | 9,857 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $375,212 | 8,171 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $518,578 | 9,503 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||