Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,076,124
+$272,223 QoQ
Shares Held
15,131
-1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#349
of 1,035 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $4,089,676 across 5 Residential Construction names. PHM ranks #1 (50.8% of the industry book) .
All Filings in PHM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,076,124 | 15,131 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,803,901 | 15,338 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,782,233 | 15,199 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,077,214 | 15,721 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,007 | 38 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4 | 43 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $7,514 | 69 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $3 | 35 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,221 | 35 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,096 | 30 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||