Position in PHM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,009
+$12,857 QoQ
Shares Held
656
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#814
of 1,035 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $362,456 across 3 Residential Construction names. PHM ranks #2 (24.8% of the industry book) .
All Filings in PHM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,009 | 656 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $77,152 | 656 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||