Position in PHM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,055
+$235 QoQ
Shares Held
66
-12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#939
of 1,033 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $51,910 across 9 Residential Construction names. PHM ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
62 | $10,098 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
66 | $9,055 | |
| 3 | TOL |
Toll Brothers, Inc.
|
46 | $7,578 | |
| 4 | NVR |
Nvr Inc
|
1 | $6,813 | |
| 5 | MTH |
Meritage Homes CORP
|
77 | $6,456 | |
| 6 | MHO |
M/I Homes, Inc.
|
31 | $4,984 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
4 | $2,457 | |
| 8 | IBP |
Installed Building Products, Inc.
|
10 | $2,298 |
All Filings in PHM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,055 | 66 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,820 | 75 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,856 | 67 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,059 | 61 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,698 | 73 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,504 | 73 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,949 | 73 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||