Position in PHM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$8,095
+$1,157 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#947
of 1,035 holders
Holding Since
Sep 2025
4 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, 2026KERR FINANCIAL PLANNING Corp holds $18,591 across 2 Residential Construction names. PHM ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
116 | $10,496 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
59 | $8,095 |
All Filings in PHM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,095 | 59 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,938 | 59 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,801 | 58 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,663 | 58 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||