Hennion & Walsh Asset Management, Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 1861642 Parsippany, NJ

Position in PHM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,938,914

+$198,169 QoQ

Shares Held

14,131

-4.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#357

of 1,035 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Hennion & Walsh Asset Management, Inc. holds $2,778,708 across 3 Residential Construction names. PHM ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	14,131	$1,938,914
2	LEN	Lennar Corp /New/	6,731	$609,088
3	KBH	Kb Home	3,686	$230,706

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,938,914	14,131	-4.5%	Shares	Sole	2026-07-08
2026-03-31	$1,740,745	14,801	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$1,716,451	14,638	-2.0%	Shares	Sole	2026-01-14
2025-09-30	$1,974,286	14,942	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$1,580,529	14,987	+8.9%	Shares	Sole	2025-08-07
2025-03-31	$1,414,939	13,764	-2.6%	Shares	Sole	2025-04-10
2024-12-31	$1,539,301	14,135	-3.1%	Shares	Sole	2025-01-15
2024-09-30	$2,093,097	14,583	-11.0%	Shares	Sole	2024-10-22
2024-06-30	$1,803,988	16,385	-20.8%	Shares	Sole	2024-07-19
2024-03-31	$2,495,869	20,692	+7.9%	Shares	Sole	2024-04-17
2023-12-31	$1,978,830	19,171	+20.1%	Shares	Sole	2024-01-10
2023-09-30	$1,181,689	15,958	-22.3%	Shares	Sole	2023-10-27
2023-06-30	$1,594,382	20,525	+22.8%	Shares	Sole	2023-08-09
2023-03-31	$974,208	16,716	+55.1%	Shares	Sole	2023-04-20
2022-12-31	$490,676	10,777	-19.4%	Shares	Sole	2023-01-12
2022-09-30	$501,600	13,376	-6.6%	Shares	Sole	2022-11-14
2022-06-30	$567,818	14,328	-17.1%	Shares	Sole	2022-07-19
2022-03-31	$723,864	17,276	-15.4%	Shares	Sole	2022-04-26
2021-12-31	$1,166,578	20,409	+23.0%	Shares	Sole	2022-02-14
2021-09-30	$761,996	16,594	+118.3%	Shares	Sole	2021-11-12
2021-06-30	$414,732	7,600	-33.2%	Shares	Sole	2021-08-13
2021-03-31	$596,872	11,382	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.