Position in SKY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$295,719
-$218,018 QoQ
Shares Held
3,356
-65.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 368 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SKY Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026AE Wealth Management LLC holds $84,712,615 across 6 Residential Construction names. SKY ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
860,804 | $77,894,057 | |
| 2 | TOL |
Toll Brothers, Inc.
|
23,409 | $3,856,613 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
12,732 | $1,746,944 | |
| 4 | DHI |
Horton D R Inc /De/
|
5,644 | $919,282 | |
| 5 | SKY |
Champion Homes, Inc.
This page
|
3,356 | $295,719 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
3,141 | $0 |
All Filings in SKY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,719 | 3,356 | Shares | Other | 2026-08-03 | |
| 2022-09-30 | $513,737 | 9,717 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $449,257 | 9,474 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $548,141 | 9,988 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $695,892 | 8,811 | Shares | Sole | 2022-01-20 | |
| 2021-03-31 | $532,212 | 11,759 | Shares | Sole | 2021-04-27 | |
| 2020-09-30 | $575,688 | 21,505 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||