Skip to main content

Addison Advisors LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1843745 MIDDLEBURY, VT

Position in PHM

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$9,330
-$8,311 QoQ
Shares Held
68
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#937
of 1,035 holders
Holding Since
Jun 2024
9 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

Addison Advisors LLC holds $36,865 across 3 Residential Construction names. PHM ranks #2 (25.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
68 $9,330

All Filings in PHM

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,330 68
2026-03-31 $17,641 150
2025-12-31 $18,527 158
2025-09-30 $21,008 159
2025-06-30 $13,709 130
2025-03-31 $6,990 68
2024-12-31 $5,771 53
2024-09-30 $14,353 100
2024-06-30 $5,064 46