Position in PHM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$864,285
+$40,075 QoQ
Shares Held
6,299
-10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#37
of 125 holders
Holding Since
Jun 2023
13 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, 2026Everhart Financial Group, Inc. holds $2,137,692 across 4 Residential Construction names. PHM ranks #1 (40.4% of the industry book) .
All Filings in PHM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,285 | 6,299 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $824,210 | 7,008 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $832,194 | 7,097 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $853,824 | 6,462 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $573,069 | 5,434 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $557,587 | 5,424 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $592,524 | 5,441 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $832,617 | 5,801 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $546,426 | 4,963 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $503,829 | 4,177 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $367,979 | 3,565 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $229,406 | 3,098 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $214,241 | 2,758 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||