Position in PHM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$839,999
+$223,959 QoQ
Shares Held
6,122
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#487
of 1,035 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Blue Trust, Inc. holds $2,139,341 across 8 Residential Construction names. PHM ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
6,122 | $839,999 | |
| 2 | DHI |
Horton D R Inc /De/
|
4,357 | $709,667 | |
| 3 | 3,826 | $274,477 | |||
| 4 | LEN |
Lennar Corp /New/
|
1,586 | $143,516 | |
| 5 | KBH |
Kb Home
|
1,818 | $113,788 | |
| 6 | MTH |
Meritage Homes CORP
|
336 | $28,173 | |
| 7 | IBP |
Installed Building Products, Inc.
|
120 | $27,580 | |
| 8 | TOL |
Toll Brothers, Inc.
|
13 | $2,141 |
All Filings in PHM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,999 | 6,122 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $616,040 | 5,238 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $212,943 | 1,816 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $234,794 | 1,777 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $180,863 | 1,715 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $159,237 | 1,549 | Shares | Other | 2025-04-21 | |
| 2024-09-30 | $853,285 | 5,945 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $515,597 | 4,683 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $384,535 | 3,188 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $271 | 3,661 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $235,182 | 3,176 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $162 | 2,783 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $196 | 4,311 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $160 | 4,254 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $114,412 | 3,051 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $104,781 | 2,644 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||