Position in PHM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$317,503
+$44,884 QoQ
Shares Held
2,314
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#676
of 1,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Fiduciary Alliance LLC holds $2,004,598 across 2 Residential Construction names. PHM ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
18,644 | $1,687,095 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
2,314 | $317,503 |
All Filings in PHM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,503 | 2,314 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $272,619 | 2,318 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $279,782 | 2,386 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $388,990 | 2,944 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $311,001 | 2,949 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $347,464 | 3,380 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $449,757 | 4,130 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||