Cornerstone Financial Management LLC
Position in PHM — Pultegroup Inc/Mi/
CIK 2110329
PROVIDENCE, RI
Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,467
+$4,057 QoQ
Shares Held
69
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#935
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, 2026Cornerstone Financial Management LLC holds $45,455 across 9 Residential Construction names. PHM ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
111 | $18,079 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
69 | $9,467 | |
| 3 | NVR |
Nvr Inc
|
1 | $6,813 | |
| 4 | LEN |
Lennar Corp /New/
|
73 | $6,605 | |
| 5 | TOL |
Toll Brothers, Inc.
|
12 | $1,977 | |
| 6 | DFH |
Dream Finders Homes, Inc.
|
70 | $1,208 | |
| 7 | MTH |
Meritage Homes CORP
|
8 | $670 | |
| 8 | LGIH |
LGI Homes, Inc.
|
10 | $636 |
All Filings in PHM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,467 | 69 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,410 | 46 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,924 | 42 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||