Position in PHM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$736,003
+$136,219 QoQ
Shares Held
6,258
+22.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026HB Wealth Management, LLC holds $8,406,045 across 9 Residential Construction names. PHM ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
19,263 | $2,643,268 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,487 | $1,835,987 | |
| 3 | BZH |
Beazer Homes USA Inc
|
58,615 | $1,127,752 | |
| 4 | LEN |
Lennar Corp /New/
|
9,670 | $839,742 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
6,258 | $736,003 | |
| 6 | TOL |
Toll Brothers, Inc.
|
3,484 | $475,461 | |
| 7 | NVR |
Nvr Inc
|
48 | $316,311 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
3,922 | $228,417 |
All Filings in PHM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,003 | 6,258 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $599,784 | 5,115 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $612,818 | 4,638 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $429,433 | 4,072 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $450,366 | 4,381 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $334,649 | 3,073 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $441,211 | 3,074 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $291,654 | 2,649 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $293,709 | 2,435 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $247,211 | 2,395 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||