Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,881
+$1,588 QoQ
Shares Held
21
+90.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#984
of 1,035 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $13,606 across 8 Residential Construction names. PHM ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
20 | $3,257 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
21 | $2,881 | |
| 3 | TOL |
Toll Brothers, Inc.
|
17 | $2,800 | |
| 4 | LEN |
Lennar Corp /New/
|
19 | $1,716 | |
| 5 | IBP |
Installed Building Products, Inc.
|
7 | $1,608 | |
| 6 | SKY |
Champion Homes, Inc.
|
8 | $704 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
8 | $640 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
13 | $0 |
All Filings in PHM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,881 | 21 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,293 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,289 | 11 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,321 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $843 | 8 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $308 | 3 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||