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Apella Capital, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1801507 WEST HARTFORD, CT

Position in PHM

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$305,703
+$48,961 QoQ
Shares Held
2,228
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#682
of 1,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

Apella Capital, LLC holds $1,918,579 across 3 Residential Construction names. PHM ranks #2 (15.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
2,228 $305,703

All Filings in PHM

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $305,703 2,228
2026-03-31 $256,742 2,183
2025-12-31 $254,219 2,168
2025-09-30 $285,797 2,163
2025-06-30 $218,934 2,076
2025-03-31 $212,384 2,066