Planning Strategies Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 2139665 LANCASTER, PA

Position in PHM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,372

New position

Shares Held

10

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,000

of 1,032 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Planning Strategies Inc. holds $7,701 across 5 Residential Construction names. PHM ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	22	$3,583
2	TOL	Toll Brothers, Inc.	11	$1,812
3	PHM	Pultegroup Inc/Mi/ This page	10	$1,372
4	TMHC	Taylor Morrison Home Corp	8	$573
5	LEN	Lennar Corp /New/	4	$361

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,372	10	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.