Position in TOL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$287,488
+$40,205 QoQ
Shares Held
1,745
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#543
of 799 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $745,357 across 2 Residential Construction names. TOL ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
3,337 | $457,869 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
1,745 | $287,488 |
All Filings in TOL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,488 | 1,745 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $247,283 | 1,812 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $265,842 | 1,966 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $272,964 | 1,976 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $225,520 | 1,976 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $256,182 | 2,034 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||