Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$212,675
-$155,169 QoQ
Shares Held
1,550
-53.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#765
of 1,035 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Simplicity Wealth,LLC holds $550,813 across 2 Residential Construction names. PHM ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,076 | $338,138 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
1,550 | $212,675 |
All Filings in PHM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,675 | 1,550 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $367,844 | 3,341 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $416,259 | 3,451 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||