Chicago Partners Investment Group LLC

Position in TOL — Toll Brothers, Inc.

CIK 1563525 CHICAGO, IL

Position in TOL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$706,612

-$90,645 QoQ

Shares Held

4,289

-26.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#398

of 799 holders

Holding Since

Mar 2021

6 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Consumer Cyclical · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $3,218,349 across 5 Residential Construction names. TOL ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	109	$742,660
2	LEN	Lennar Corp /New/	8,127	$735,412
3	TOL	Toll Brothers, Inc. This page	4,289	$706,612
4	PHM	Pultegroup Inc/Mi/	4,358	$597,961
5	DHI	Horton D R Inc /De/	2,675	$435,704

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,612	4,289	-26.6%	Shares	Sole	2026-07-30
2026-03-31	$797,257	5,842	+42.1%	Shares	Sole	2026-05-04
2025-12-31	$555,754	4,110	+43.4%	Shares	Sole	2026-01-28
2025-09-30	$396,047	2,867	+28.2%	Shares	Sole	2025-10-30
2025-06-30	$255,308	2,237	-51.7%	Shares	Sole	2025-07-29
2021-03-31	$262,773	4,632	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.