Position in TOL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,297,733
+$1,109,281 QoQ
Shares Held
38,226
+0.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 803 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $131,789,139 across 18 Residential Construction names. TOL ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
4,049 | $27,587,455 | |
| 2 | LEN |
Lennar Corp /New/
|
271,380 | $24,540,260 | |
| 3 | DHI |
Horton D R Inc /De/
|
99,620 | $16,226,105 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
91,841 | $12,601,503 | |
| 5 | MTH |
Meritage Homes CORP
|
116,078 | $9,733,139 | |
| 6 | MHO |
M/I Homes, Inc.
|
45,031 | $7,240,534 | |
| 7 | TOL |
Toll Brothers, Inc.
This page
|
38,226 | $6,297,733 | |
| 8 | KBH |
Kb Home
|
74,449 | $4,659,762 |
All Filings in TOL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,297,733 | 38,226 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,188,452 | 38,019 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,315,729 | 24,521 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,833,389 | 20,511 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,701,107 | 14,905 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,401,812 | 13,276 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,447,039 | 11,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,594,800 | 10,323 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,066,565 | 9,260 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,049,578 | 8,113 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $659,500 | 6,416 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $366,989 | 4,962 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $316,596 | 4,004 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $211,245 | 3,519 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $282,176 | 3,898 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $211,650 | 3,828 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $227,077 | 3,928 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $246,321 | 4,342 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||