Position in PHM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,744
+$392 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#985
of 1,032 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $101,233 across 8 Residential Construction names. PHM ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
488 | $79,485 | |
| 2 | LEN |
Lennar Corp /New/
|
102 | $9,229 | |
| 3 | TOL |
Toll Brothers, Inc.
|
38 | $6,260 | |
| 4 | PHM |
Pultegroup Inc/Mi/
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|
20 | $2,744 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
2 | $1,228 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
14 | $1,004 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
9 | $720 | |
| 8 | KBH |
Kb Home
|
9 | $563 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,744 | 20 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,352 | 20 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,345 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,642 | 20 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,109 | 20 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,934 | 48 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,227 | 48 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,889 | 48 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,284 | 48 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,789 | 48 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,296 | 61 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||