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Oakmont Advisory Group, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 2115370 ALBUQUERQUE, NM

Position in PHM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$38,830
-$259,781 QoQ
Shares Held
283
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#857
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, 2026

Oakmont Advisory Group, LLC holds $106,025 across 3 Residential Construction names. PHM ranks #1 (36.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
This page
283 $38,830

All Filings in PHM

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,830 283
2026-03-31 $298,611 2,539
2025-12-31 $295,377 2,519