Position in PHM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$34,302
+$4,900 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#866
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $42,446 across 2 Residential Construction names. PHM ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
250 | $34,302 | |
| 2 | LEN |
Lennar Corp /New/
|
90 | $8,144 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,302 | 250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $29,402 | 250 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $29,315 | 250 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $33,032 | 250 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $43,238 | 410 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $42,148 | 410 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $44,649 | 410 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $58,847 | 410 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $45,141 | 410 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,454 | 410 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $42,320 | 410 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $30,360 | 410 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $31,848 | 410 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $23,894 | 410 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $18,667 | 410 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $15,375 | 410 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $16,248 | 410 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $17,179 | 410 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $23,435 | 410 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $18,827 | 410 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $22,373 | 410 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $410 | 21,500 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $17,679 | 410 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $18,978 | 410 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $13,952 | 410 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $9,151 | 410 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||