Strategic Investment Advisors / MI
Position in PHM — Pultegroup Inc/Mi/
CIK 1760540
FARMINGTON HILLS, MI
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,215,543
-$192,248 QoQ
Shares Held
8,859
-26.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#430
of 1,035 holders
Holding Since
Dec 2020
14 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, 2026Strategic Investment Advisors / MI holds $2,999,745 across 4 Residential Construction names. PHM ranks #1 (40.5% of the industry book) .
All Filings in PHM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,543 | 8,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,407,791 | 11,970 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $497,065 | 4,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $609,647 | 4,614 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $523,081 | 4,960 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $602,099 | 5,857 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $693,801 | 6,371 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,031,693 | 7,188 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $812,427 | 7,379 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $954,466 | 7,913 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $948,178 | 9,186 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $722,505 | 9,757 | Shares | Sole | 2023-10-25 | |
| 2021-03-31 | $557,017 | 10,622 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $418,005 | 9,694 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||