CBIZ Investment Advisory Services, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 1795934
INDEPENDENCE, OH
Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,018
+$431 QoQ
Shares Held
22
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#982
of 1,039 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $5,135 across 2 Residential Construction names. PHM ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
22 | $3,018 | |
| 2 | DHI |
Horton D R Inc /De/
|
13 | $2,117 |
All Filings in PHM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,018 | 22 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,587 | 22 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,214 | 53 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,002 | 53 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,269 | 31 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||