Position in TOL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,808,027
+$696,241 QoQ
Shares Held
23,114
+1.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#220
of 799 holders
Holding Since
Mar 2022
17 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, 2026Merit Financial Group, LLC holds $22,182,050 across 7 Residential Construction names. TOL ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
1,397 | $9,518,318 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
31,168 | $4,276,556 | |
| 3 | TOL |
Toll Brothers, Inc.
This page
|
23,114 | $3,808,027 | |
| 4 | DHI |
Horton D R Inc /De/
|
16,640 | $2,710,319 | |
| 5 | LEN |
Lennar Corp /New/
|
14,972 | $1,354,811 | |
| 6 | MTH |
Meritage Homes CORP
|
3,457 | $289,867 | |
| 7 | LGIH |
LGI Homes, Inc.
|
3,520 | $224,152 |
All Filings in TOL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,808,027 | 23,114 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,111,786 | 22,802 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $2,781,202 | 20,568 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,831,314 | 20,496 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,246,420 | 19,683 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $945,136 | 8,951 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $753,432 | 5,982 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $658,944 | 5,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $750,863 | 5,804 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $532,452 | 5,180 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $383,038 | 5,179 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $409,503 | 5,179 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $310,895 | 5,179 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $258,485 | 5,178 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $214,200 | 5,100 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $446,000 | 10,000 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $235,100 | 5,000 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||