Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,889,443
+$43,145 QoQ
Shares Held
262,643
-0.2% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $87,726,161 across 15 Residential Construction names. PHM ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
262,643 | $30,889,443 | |
| 2 | DHI |
Horton D R Inc /De/
|
108,805 | $14,930,222 | |
| 3 | TOL |
Toll Brothers, Inc.
|
100,054 | $13,654,369 | |
| 4 | NVR |
Nvr Inc
|
1,504 | $9,911,104 | |
| 5 | LEN |
Lennar Corp /New/
|
96,448 | $8,375,544 | |
| 6 | KBH |
Kb Home
|
63,967 | $3,310,292 | |
| 7 | SKY |
Champion Homes, Inc.
|
23,864 | $1,774,765 | |
| 8 | TPH |
Tri Pointe Homes, Inc.
|
29,515 | $1,379,235 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,889,443 | 262,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,846,298 | 263,059 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $34,558,865 | 261,552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,082,063 | 313,693 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,626,613 | 278,469 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,859,566 | 292,558 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,054,614 | 320,871 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,814,242 | 307,123 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,763,468 | 296,497 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,485,515 | 285,657 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $19,794,897 | 267,318 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,404,851 | 249,805 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,810,934 | 219,817 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,649,197 | 189,967 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,556,425 | 174,838 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,587,988 | 141,004 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,529,681 | 179,706 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,022,148 | 175,335 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,465,168 | 184,346 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,343,034 | 189,537 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,614,559 | 183,344 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $8,931,833 | 207,139 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,748,529 | 167,391 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $5,325,082 | 156,482 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,352,397 | 150,197 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||