Position in PHM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,126,219
+$255,788 QoQ
Shares Held
8,208
+10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#443
of 1,035 holders
Holding Since
Dec 2025
3 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, 2026KLEIN PAVLIS & PEASLEY FINANCIAL, INC. holds $1,810,966 across 2 Residential Construction names. PHM ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
8,208 | $1,126,219 | |
| 2 | DHI |
Horton D R Inc /De/
|
4,204 | $684,747 |
All Filings in PHM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,219 | 8,208 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $870,431 | 7,401 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $834,070 | 7,113 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||