Position in PHM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$160,124
+$44,514 QoQ
Shares Held
1,167
+18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#788
of 1,035 holders
Holding Since
Dec 2025
3 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, 2026Wilkerson Advisory Group LLC holds $283,749 across 2 Residential Construction names. PHM ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
1,167 | $160,124 | |
| 2 | DHI |
Horton D R Inc /De/
|
759 | $123,625 |
All Filings in PHM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,124 | 1,167 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $115,610 | 983 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $58,512 | 499 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||