Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$449,362
+$53,722 QoQ
Shares Held
3,275
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#608
of 1,033 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026XXI WEALTH, LLC holds $751,015 across 2 Residential Construction names. PHM ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
3,275 | $449,362 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,852 | $301,653 |
All Filings in PHM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,362 | 3,275 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $395,640 | 3,364 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $392,000 | 3,343 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||