Position in PHM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,972
+$3,097 QoQ
Shares Held
182
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#886
of 1,035 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $104,060 across 11 Residential Construction names. PHM ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
197 | $32,087 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
182 | $24,972 | |
| 3 | MHO |
M/I Homes, Inc.
|
89 | $14,310 | |
| 4 | MTH |
Meritage Homes CORP
|
107 | $8,971 | |
| 5 | LEN |
Lennar Corp /New/
|
69 | $6,228 | |
| 6 | KBH |
Kb Home
|
89 | $5,570 | |
| 7 | TOL |
Toll Brothers, Inc.
|
27 | $4,448 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
54 | $4,322 |
All Filings in PHM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,972 | 182 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,875 | 186 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,810 | 186 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $25,104 | 190 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $20,775 | 197 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,251 | 197 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,324 | 205 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $33,586 | 234 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,763 | 234 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $28,225 | 234 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,811 | 221 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,328 | 207 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,574 | 149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,683 | 149 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,374 | 140 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,987 | 53 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,536 | 64 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,657 | 29 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $459 | 10 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||