Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$554,328
+$79,184 QoQ
Shares Held
4,040
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#564
of 1,035 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $554,328 across 1 Residential Construction name. PHM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
4,040 | $554,328 |
All Filings in PHM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,328 | 4,040 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $475,144 | 4,040 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $586,300 | 5,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $660,650 | 5,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $527,300 | 5,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,000 | 5,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||