Global Retirement Partners, LLC
PensionPosition in PHM — Pultegroup Inc/Mi/
CIK 1749744
San Rafael, CA
Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$695,243
+$88,892 QoQ
Shares Held
5,067
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#518
of 1,035 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,915,853 across 17 Residential Construction names. PHM ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,311 | $1,190,815 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
5,067 | $695,243 | |
| 3 | LGIH |
LGI Homes, Inc.
|
5,752 | $366,287 | |
| 4 | LEN |
Lennar Corp /New/
|
3,514 | $315,597 | |
| 5 | TOL |
Toll Brothers, Inc.
|
751 | $123,727 | |
| 6 | IBP |
Installed Building Products, Inc.
|
348 | $79,984 | |
| 7 | NVR |
Nvr Inc
|
6 | $40,880 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
2,141 | $36,953 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,243 | 5,067 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $606,351 | 5,171 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $442,371 | 3,348 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $338,632 | 3,211 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $353,053 | 3,242 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $392,123 | 2,732 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $256,202 | 2,327 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $268,500 | 2,226 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $219,136 | 2,123 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $192,752 | 2,603 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $206,007 | 2,652 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $135,267 | 2,321 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $119,971 | 2,635 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $98,662 | 2,631 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $88,969 | 2,245 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $57,780 | 1,379 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $41,898 | 733 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $27,643 | 602 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $25,047 | 459 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $24,174 | 461 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,387 | 496 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $19,210 | 415 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,059 | 325 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $7,254 | 325 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||