Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$435,916
-$1,473,717 QoQ
Shares Held
3,177
-80.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#616
of 1,035 holders
Holding Since
Mar 2020
18 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, 2026Clearstead Advisors, LLC holds $1,640,799 across 18 Residential Construction names. PHM ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
5,287 | $861,146 | |
| 2 | PHM |
Pultegroup Inc/Mi/
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|
3,177 | $435,916 | |
| 3 | LEN |
Lennar Corp /New/
|
1,105 | $99,957 | |
| 4 | MTH |
Meritage Homes CORP
|
1,154 | $96,762 | |
| 5 | NVR |
Nvr Inc
|
14 | $95,387 | |
| 6 | TOL |
Toll Brothers, Inc.
|
136 | $22,406 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
29 | $17,817 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
48 | $3,841 |
All Filings in PHM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,916 | 3,177 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,909,633 | 16,237 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $276,616 | 2,359 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $260,428 | 1,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $206,807 | 1,961 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $89,515 | 822 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $133,913 | 933 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $147,864 | 1,343 | Shares | Sole | 2024-08-12 | |
| 2022-06-30 | $4,914 | 124 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,109 | 289 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,372 | 59 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,709 | 59 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,204 | 187 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,630 | 279 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,917 | 230 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,646 | 230 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,826 | 230 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,133 | 230 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||