NorthCrest Asset Manangement, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1893159 PLYMOUTH, MN

Position in PHM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$14,846,808

+$2,825,773 QoQ

Shares Held

108,205

+5.9% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#135

of 1,035 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Cyclical · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $22,567,692 across 6 Residential Construction names. PHM ranks #1 (65.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	108,205	$14,846,808
2	TOL	Toll Brothers, Inc.	24,071	$3,965,697
3	DHI	Horton D R Inc /De/	11,883	$1,935,503
4	CVCO	Cavco Industries, Inc.	1,296	$796,236
5	LEN	Lennar Corp /New/	8,223	$744,099
6	NVR	Nvr Inc	41	$279,349

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,846,808	108,205	+5.9%	Shares	Sole	2026-07-15
2026-03-31	$12,021,035	102,211	-23.6%	Shares	Sole	2026-04-08
2025-12-31	$15,696,775	133,863	+2.6%	Shares	Sole	2026-01-08
2025-09-30	$17,239,265	130,472	+0.8%	Shares	Sole	2025-10-29
2025-06-30	$13,650,742	129,440	+0.4%	Shares	Sole	2025-07-10
2025-03-31	$13,253,901	128,929	+3.0%	Shares	Sole	2025-04-16
2024-12-31	$13,631,448	125,174	+1.3%	Shares	Sole	2025-03-17
2024-09-30	$17,739,590	123,595	+2.3%	Shares	Sole	2024-10-24
2024-06-30	$13,301,731	120,815	+2.7%	Shares	Sole	2024-07-16
2024-03-31	$14,186,118	117,610	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$12,231,363	118,498	-1.2%	Shares	Sole	2024-01-30
2023-09-30	$8,884,296	119,977	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$9,415,981	121,215	-0.9%	Shares	Sole	2023-07-21
2023-03-31	$7,125,371	122,261	-3.9%	Shares	Sole	2023-04-25
2022-12-31	$5,793,601	127,248	-1.3%	Shares	Sole	2023-02-01
2022-09-30	$4,835,737	128,953	+0.5%	Shares	Sole	2022-10-19
2022-06-30	$5,084,053	128,288	+0.7%	Shares	Sole	2022-07-18
2022-03-31	$5,339,777	127,441	+3.1%	Shares	Sole	2022-04-18
2021-12-31	$7,065,033	123,601	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.