Position in PHM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$606,397
+$574,127 QoQ
Shares Held
5,156
+1585.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 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 Mar 31, 2026Talon Private Wealth, LLC holds $1,223,200 across 2 Residential Construction names. PHM ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
4,495 | $616,803 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
5,156 | $606,397 |
All Filings in PHM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,397 | 5,156 | Shares | Defined | 2026-05-18 | |
| 2025-06-30 | $32,270 | 306 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $10,781 | 99 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $13,922 | 97 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||