Position in PHM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$556,386
-$158,918 QoQ
Shares Held
4,055
-33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#562
of 1,032 holders
Holding Since
Jun 2024
9 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, 2026Cooper Financial Group holds $790,607 across 2 Residential Construction names. PHM ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
4,055 | $556,386 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,438 | $234,221 |
All Filings in PHM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,386 | 4,055 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $715,304 | 6,082 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $740,379 | 6,314 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $802,425 | 6,073 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $706,265 | 6,697 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $678,994 | 6,605 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $619,749 | 5,691 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $973,133 | 6,780 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $402,085 | 3,652 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||