TRANSCEND CAPITAL ADVISORS, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1776082 MADISON, NJ

Position in PHM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$431,662

+$108,000 QoQ

Shares Held

3,146

+14.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#618

of 1,035 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $3,162,935 across 4 Residential Construction names. PHM ranks #4 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	7,067	$1,164,288
2	DHI	Horton D R Inc /De/	5,781	$941,609
3	LEN	Lennar Corp /New/	6,911	$625,376
4	PHM	Pultegroup Inc/Mi/ This page	3,146	$431,662

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$431,662	3,146	+14.3%	Shares	Sole	2026-08-04
2026-03-31	$323,662	2,752	+0.1%	Shares	Sole	2026-05-13
2025-12-31	$322,465	2,750	+1.0%	Shares	Sole	2026-01-23
2025-09-30	$359,922	2,724	+1.8%	Shares	Sole	2025-11-04
2025-06-30	$282,105	2,675	-71.5%	Shares	Sole	2025-08-01
2025-03-31	$965,189	9,389	-11.5%	Shares	Sole	2025-04-24
2024-12-31	$1,155,646	10,612	+0.5%	Shares	Sole	2025-02-03
2024-09-30	$1,516,250	10,564	+1.6%	Shares	Sole	2024-10-15
2024-06-30	$1,144,379	10,394	+0.0%	Shares	Sole	2024-07-02
2024-03-31	$1,253,241	10,390	+31.7%	Shares	Sole	2024-05-03
2023-12-31	$814,405	7,890	0.0%	Shares	Sole	2024-02-05
2023-09-30	$584,254	7,890	-1.0%	Shares	Sole	2023-10-31
2023-06-30	$618,876	7,967	+1.0%	Shares	Sole	2023-07-13
2023-03-31	$459,829	7,890	-0.2%	Shares	Sole	2023-04-12
2022-12-31	$359,823	7,903	-0.8%	Shares	Sole	2023-01-20
2022-09-30	$298,837	7,969	+0.7%	Shares	Sole	2022-10-17
2022-06-30	$313,711	7,916	+0.3%	Shares	Sole	2022-07-12
2022-03-31	$330,591	7,890	0.0%	Shares	Sole	2022-04-20
2021-12-31	$450,992	7,890	0.0%	Shares	Sole	2022-01-20
2021-09-30	$362,308	7,890	0.0%	Shares	Sole	2021-11-04
2021-06-30	$430,557	7,890	0.0%	Shares	Sole	2021-08-13
2021-03-31	$413,751	7,890	0.0%	Shares	Sole	2021-05-12
2020-12-31	$340,216	7,890	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.