Position in TOL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,371,042
+$3,057,302 QoQ
Shares Held
99,369
+1.9% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#96
of 803 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $195,558,640 across 13 Residential Construction names. TOL ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
1,166,862 | $160,105,135 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
99,369 | $16,371,042 | |
| 3 | DHI |
Horton D R Inc /De/
|
42,059 | $6,850,569 | |
| 4 | NVR |
Nvr Inc
|
432 | $2,943,388 | |
| 5 | LEN |
Lennar Corp /New/
|
31,957 | $2,891,788 | |
| 6 | IBP |
Installed Building Products, Inc.
|
7,950 | $1,827,228 | |
| 7 | MHO |
M/I Homes, Inc.
|
6,854 | $1,102,054 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1,473 | $904,981 |
All Filings in TOL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,371,042 | 99,369 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,313,740 | 97,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,680,958 | 27,222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,094,197 | 22,399 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $2,429,485 | 21,287 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $676,092 | 6,403 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $515,387 | 4,092 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $502,401 | 3,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $387,580 | 3,365 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $466,508 | 3,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $970,440 | 9,441 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,827 | 8,002 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $857,593 | 10,846 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $315,337 | 5,253 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $204,522 | 4,097 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $181,343 | 4,066 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $219,395 | 4,666 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,027,576 | 14,195 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $749,842 | 13,562 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $779,683 | 13,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $807,721 | 14,238 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $154,101 | 3,545 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $108,219 | 2,224 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $96,303 | 2,955 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||