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Lloyd Advisory Services, LLC.

Position in PHM — Pultegroup Inc/Mi/

CIK 1802474 SUWANEE, GA

Position in PHM

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$24,697
+$22,463 QoQ
Shares Held
180
+847.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#887
of 1,035 holders
Holding Since
Dec 2025
3 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

Lloyd Advisory Services, LLC. holds $29,940 across 3 Residential Construction names. PHM ranks #1 (82.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
This page
180 $24,697

All Filings in PHM

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,697 180
2026-03-31 $2,234 19
2025-12-31 $33,184 283