Position in PHM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$246,017
+$35,260 QoQ
Shares Held
1,793
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#733
of 1,035 holders
Holding Since
Sep 2024
8 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, 2026Peterson Wealth Services holds $624,971 across 4 Residential Construction names. PHM ranks #1 (39.4% of the industry book) .
All Filings in PHM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,017 | 1,793 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $210,757 | 1,792 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $169,792 | 1,448 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,783 | 180 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $146,167 | 1,386 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $159,340 | 1,550 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $169,557 | 1,557 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $281,892 | 1,964 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||