Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$80,679
+$11,172 QoQ
Shares Held
588
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#826
of 1,039 holders
Holding Since
Mar 2024
10 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, 2026Cornerstone Planning Group LLC holds $144,457 across 8 Residential Construction names. PHM ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
588 | $80,679 | |
| 2 | DHI |
Horton D R Inc /De/
|
312 | $50,818 | |
| 3 | LEN |
Lennar Corp /New/
|
50 | $4,524 | |
| 4 | TOL |
Toll Brothers, Inc.
|
24 | $3,954 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
4 | $2,457 | |
| 6 | 10 | $717 | |||
| 7 | MTH |
Meritage Homes CORP
|
8 | $670 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
37 | $638 |
All Filings in PHM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,679 | 588 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $69,507 | 591 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $65,196 | 556 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $903 | 82 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $47,246 | 448 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,325 | 509 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $54,014 | 496 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $71,047 | 495 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $53,728 | 488 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,085 | 9 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||