Synergy Investment Management, LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,557
+$15,093 QoQ
Shares Held
230
+64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#875
of 1,035 holders
Holding Since
Dec 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 Jun 30, 2026Synergy Investment Management, LLC holds $49,016 across 4 Residential Construction names. PHM ranks #1 (64.4% of the industry book) .
All Filings in PHM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,557 | 230 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,464 | 140 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,756 | 56 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,098 | 56 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||