WEST PACES ADVISORS INC.

Position in PHM — Pultegroup Inc/Mi/

CIK 2004720 ATLANTA, GA

Position in PHM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,388

+$5,940 QoQ

Shares Held

+56.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#927

of 1,035 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $18,568 across 4 Residential Construction names. PHM ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	83	$11,388
2	LEN	Lennar Corp /New/	44	$3,981
3	DHI	Horton D R Inc /De/	14	$2,280
4	IBP	Installed Building Products, Inc.	4	$919

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,388	83	+56.6%	Shares	Sole	2026-07-20
2025-03-31	$5,448	53	0.0%	Shares	Sole	2025-04-15
2024-12-31	$5,771	53	0.0%	Shares	Sole	2025-02-14
2024-09-30	$7,607	53	0.0%	Shares	Sole	2024-10-15
2024-06-30	$5,835	53	0.0%	Shares	Sole	2024-07-17
2024-03-31	$6,392	53	-10.2%	Shares	Sole	2024-04-15
2023-12-31	$6,089	59	+11.3%	Shares	Sole	2024-01-30
2023-09-30	$3,924	53	0.0%	Shares	Sole	2023-12-18
2023-06-30	$4,117	53	0.0%	Shares	Sole	2023-12-18
2023-03-31	$3,088	53	0.0%	Shares	Sole	2023-12-18
2022-12-31	$2,413	53	0.0%	Shares	Sole	2023-12-18
2022-09-30	$1,987	53	0.0%	Shares	Sole	2023-12-19
2022-06-30	$2,100	53	0.0%	Shares	Sole	2023-12-19
2022-03-31	$2,220	53	—	Shares	Sole	2023-12-19
2021-12-31	$0	0	-100.0%	Shares	Sole	2023-12-20
2021-09-30	$1,102	24	-80.6%	Shares	Sole	2023-12-20
2021-06-30	$6,766	124	+24.0%	Shares	Sole	2023-12-20
2021-03-31	$5,244	100	0.0%	Shares	Sole	2023-12-20
2020-12-31	$4,312	100	-36.3%	Shares	Sole	2023-12-20
2020-09-30	$7,267	157	0.0%	Shares	Sole	2023-12-20
2020-06-30	$5,342	157	0.0%	Shares	Sole	2023-12-20
2020-03-31	$3,504	157	—	Shares	Sole	2023-12-21
No filing history on record for this holder in this stock.