Position in TOL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,188,452
+$1,872,723 QoQ
Shares Held
38,019
+55.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0.3393040321944291.ToString("F0")%
Shared 0.ToString("F0")%
None 99.66069596780557.ToString("F0")%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $91,055,801 across 19 Residential Construction names. TOL ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
2,352 | $15,499,279 | |
| 2 | DHI |
Horton D R Inc /De/
|
88,800 | $12,185,135 | |
| 3 | LEN |
Lennar Corp /New/
|
127,097 | $11,037,103 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
72,877 | $8,571,063 | |
| 5 | TPH |
Tri Pointe Homes, Inc.
|
169,014 | $7,898,024 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
112,930 | $6,577,043 | |
| 7 | TOL |
Toll Brothers, Inc.
This page
|
38,019 | $5,188,452 | |
| 8 | IBP |
Installed Building Products, Inc.
|
18,286 | $4,848,532 |
All Filings in TOL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||