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Portside Wealth Group, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1978608 Provo, UT

Position in PHM

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$394,615
+$54,723 QoQ
Shares Held
2,876
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#639
of 1,033 holders
Holding Since
Jun 2025
5 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, 2026

Portside Wealth Group, LLC holds $1,873,134 across 4 Residential Construction names. PHM ranks #3 (21.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PHM
Pultegroup Inc/Mi/
This page
2,876 $394,615

All Filings in PHM

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $394,615 2,876
2026-03-31 $339,892 2,890
2025-12-31 $327,623 2,794
2025-09-30 $325,435 2,463
2025-06-30 $240,870 2,284