Skip to main content
Equibles

RAYMOND JAMES FINANCIAL INC

Position in PHM — Pultegroup Inc/Mi/

CIK 720005 ST. PETERSBURG, FL
Back to PHM Full portfolio

Position in PHM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$88,111,733
+$22,229,083 QoQ
Shares Held
642,167
+14.6% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#42
of 1,041 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Derivatives in PHM

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$102,800
PutShares
1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $418,137,609 across 15 Residential Construction names. PHM ranks #1 (21.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHM
Pultegroup Inc/Mi/
This page 		642,167 $88,111,733
2 TOL
Toll Brothers, Inc.
 514,471 $84,759,094
3 DHI
Horton D R Inc /De/
 486,715 $79,276,137
4 LEN
Lennar Corp /New/
 583,607 $52,480,988
5 IBP
Installed Building Products, Inc.
 162,576 $37,366,466
6 NVR
Nvr Inc
 2,234 $15,221,135
7 GRBK
Green Brick Partners, Inc.
 142,628 $11,415,944
8 KBH
Kb Home
 172,084 $10,770,737

All Filings in PHM

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $88,111,733 642,167
2026-03-31 $65,882,650 560,179
2025-12-31 $57,279,164 488,480
2025-09-30 $59,733,857 452,084
2025-06-30 $46,422,962 440,195
2025-03-31 $102,800 1,000
2025-03-31 $49,991,844 486,302
2024-12-31 $60,469,337 555,274
2024-12-31 $108,900 1,000