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COMPASS FINANCIAL MANAGEMENT LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 2148724 TAMPA, FL

Position in PHM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$73,407
New position
Shares Held
535
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#827
of 1,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

COMPASS FINANCIAL MANAGEMENT LLC holds $160,758 across 6 Residential Construction names. PHM ranks #1 (45.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
This page
535 $73,407

All Filings in PHM

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $73,407 535