Position in PHM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,124,820
+$494,238 QoQ
Shares Held
22,774
+1.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#305
of 1,035 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $14,971,102 across 8 Residential Construction names. PHM ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
32,003 | $5,272,494 | |
| 2 | DHI |
Horton D R Inc /De/
|
28,672 | $4,670,095 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
22,774 | $3,124,820 | |
| 4 | GRBK |
Green Brick Partners, Inc.
|
9,909 | $793,116 | |
| 5 | NVR |
Nvr Inc
|
86 | $585,952 | |
| 6 | LEN |
Lennar Corp /New/
|
3,181 | $287,848 | |
| 7 | KBH |
Kb Home
|
3,783 | $236,777 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
13,714 | $0 |
All Filings in PHM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,124,820 | 22,774 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,630,582 | 22,367 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,685,723 | 22,904 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||