IEQ CAPITAL, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1779789 Foster City, CA

Position in PHM

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

Position Value

$238,865

-$35,523 QoQ

Shares Held

2,031

-13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $59,189,863 across 7 Residential Construction names. PHM ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	161,901	$22,216,054
2	TOL	Toll Brothers, Inc.	159,808	$21,808,997
3	LEN	Lennar Corp /New/	84,716	$7,356,737
4	TPH	Tri Pointe Homes, Inc.	119,915	$5,603,627
5	TMHC	Taylor Morrison Home Corp	28,658	$1,669,041
6	NVR	Nvr Inc	45	$296,542
7	PHM	Pultegroup Inc/Mi/ This page	2,031	$238,865

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$238,865	2,031	-13.2%	Shares	Sole	2026-05-15
2025-12-31	$274,388	2,340	+8.1%	Shares	Sole	2026-02-13
2025-06-30	$228,215	2,164	-21.4%	Shares	Other	2025-08-14
2025-03-31	$282,905	2,752	-79.3%	Shares	Other	2025-05-14
2024-12-31	$1,450,548	13,320	-2.1%	Shares	Other	2025-02-03
2024-09-30	$1,952,295	13,602	-27.2%	Shares	Other	2024-11-14
2024-06-30	$2,057,438	18,687	+11.9%	Shares	Other	2024-08-12
2024-03-31	$2,014,595	16,702	+14.1%	Shares	Other	2024-05-09
2023-12-31	$1,511,140	14,640	+12.0%	Shares	Other	2024-02-07
2023-09-30	$967,685	13,068	+0.0%	Shares	Other	2023-11-06
2023-06-30	$1,014,656	13,062	+10.5%	Shares	Other	2023-08-08
2023-03-31	$689,161	11,825	+59.7%	Shares	Other	2023-05-02
2022-12-31	$337,058	7,403	-40.7%	Shares	Other	2023-02-06
2022-09-30	$468,450	12,492	+98.0%	Shares	Other	2022-11-04
2022-06-30	$250,065	6,310	—	Shares	Other	2022-07-27
No filing history on record for this holder in this stock.