BURNEY CO/

Position in PHM — Pultegroup Inc/Mi/

CIK 940445 RESTON, VA

Position in PHM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$548,840

-$8,984 QoQ

Shares Held

4,000

-15.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#565

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

BURNEY CO/ holds $12,550,122 across 6 Residential Construction names. PHM ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	34,071	$5,613,197
2	TMHC	Taylor Morrison Home Corp	73,252	$5,255,097
3	PHM	Pultegroup Inc/Mi/ This page	4,000	$548,840
4	GRBK	Green Brick Partners, Inc.	5,797	$463,991
5	IBP	Installed Building Products, Inc.	1,641	$377,167
6	CVCO	Cavco Industries, Inc.	475	$291,830

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,840	4,000	-15.7%	Shares	Sole	2026-07-15
2026-03-31	$557,824	4,743	-71.3%	Shares	Sole	2026-04-29
2025-12-31	$1,940,418	16,548	-3.2%	Shares	Sole	2026-01-23
2025-09-30	$2,259,819	17,103	-0.2%	Shares	Sole	2025-10-16
2025-06-30	$1,806,951	17,134	-36.8%	Shares	Sole	2025-08-05
2025-03-31	$2,786,805	27,109	-72.3%	Shares	Sole	2025-05-06
2024-12-31	$10,641,381	97,717	-37.0%	Shares	Sole	2025-01-14
2024-09-30	$22,253,465	155,044	-3.2%	Shares	Sole	2024-10-18
2024-06-30	$17,642,864	160,244	+87.5%	Shares	Sole	2024-07-29
2024-03-31	$10,307,943	85,458	+2.0%	Shares	Sole	2024-05-22
2023-12-31	$8,646,739	83,770	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$6,232,418	84,165	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$6,587,497	84,803	-2.5%	Shares	Sole	2023-08-09
2023-03-31	$5,068,903	86,975	-2.2%	Shares	Sole	2023-05-10
2022-12-31	$4,047,161	88,890	-17.8%	Shares	Sole	2023-02-06
2022-09-30	$4,053,300	108,088	-0.6%	Shares	Sole	2022-11-15
2022-06-30	$4,311,308	108,789	-1.8%	Shares	Sole	2022-08-12
2022-03-31	$4,641,933	110,786	-5.0%	Shares	Sole	2022-05-09
2021-12-31	$6,667,542	116,647	+4.4%	Shares	Sole	2022-02-11
2021-09-30	$5,130,963	111,737	+0.8%	Shares	Sole	2021-11-12
2021-06-30	$6,050,776	110,881	+0.6%	Shares	Sole	2021-08-06
2021-03-31	$5,778,730	110,197	+5.4%	Shares	Sole	2021-05-13
2020-12-31	$4,507,937	104,544	-0.3%	Shares	Sole	2021-02-11
2020-09-30	$4,851,562	104,808	-10.0%	Shares	Defined	2020-12-14
2020-06-30	$3,961,160	116,402	+35.8%	Shares	Defined	2020-08-13
2020-03-31	$1,913,002	85,708	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.