Summit Financial, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1765536 PARSIPPANY, NJ

Position in PHM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$209,463

+$5,314 QoQ

Shares Held

1,781

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. PHM ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc.	123,017	$5,748,584
2	KBH	Kb Home	18,959	$981,128
3	TOL	Toll Brothers, Inc.	2,672	$364,647
4	DHI	Horton D R Inc /De/	1,923	$263,874
5	LEN	Lennar Corp /New/	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/ This page	1,781	$209,463

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$209,463	1,781	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$204,149	1,741	-12.4%	Shares	Sole	2026-02-13
2025-09-30	$262,674	1,988	-13.0%	Shares	Sole	2025-11-14
2025-03-31	$235,000	2,286	+22.3%	Shares	Sole	2025-05-14
2024-12-31	$203,534	1,869	+22.6%	Shares	Sole	2025-02-12
2024-09-30	$218,883	1,525	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.