Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,830,340
+$469,715 QoQ
Shares Held
35,204
-5.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#264
of 1,035 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Ethic Inc. holds $21,714,658 across 8 Residential Construction names. PHM ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
55,091 | $8,973,222 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
35,204 | $4,830,340 | |
| 3 | LEN |
Lennar Corp /New/
|
18,819 | $1,702,931 | |
| 4 | KBH |
Kb Home
|
26,558 | $1,662,265 | |
| 5 | NVR |
Nvr Inc
|
239 | $1,628,402 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
17,986 | $1,290,315 | |
| 7 | MTH |
Meritage Homes CORP
|
12,028 | $1,008,547 | |
| 8 | TOL |
Toll Brothers, Inc.
|
3,755 | $618,636 |
All Filings in PHM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,830,340 | 35,204 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,360,625 | 37,077 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,258,531 | 36,317 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,444,721 | 33,639 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,088,473 | 38,768 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,688,361 | 35,879 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,451,940 | 40,881 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,835,329 | 47,623 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,312,545 | 48,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,744,286 | 47,623 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,502,038 | 53,304 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,172,746 | 42,846 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,568,178 | 33,061 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,047,143 | 35,126 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,753,132 | 38,505 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $500,062 | 13,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $400,857 | 10,115 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $467,855 | 11,166 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $512,096 | 8,959 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $316,388 | 6,890 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $261,281 | 4,788 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $240,804 | 4,592 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||