Position in TOL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$460,803
-$35,261 QoQ
Shares Held
2,797
-23.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#462
of 799 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,421,471 across 18 Residential Construction names. TOL ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
30,485 | $4,965,392 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
2,797 | $460,803 | |
| 3 | NVR |
Nvr Inc
|
45 | $306,600 | |
| 4 | LEN |
Lennar Corp /New/
|
2,776 | $251,195 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
1,116 | $153,119 | |
| 6 | MTH |
Meritage Homes CORP
|
509 | $42,677 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
61 | $37,474 | |
| 8 | MHO |
M/I Homes, Inc.
|
214 | $34,404 |
All Filings in TOL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,803 | 2,797 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $496,064 | 3,635 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $453,253 | 3,352 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $472,850 | 3,423 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $358,707 | 3,143 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,315 | 164 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,578 | 84 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,064 | 104 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,212 | 80 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,243 | 56 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,906 | 38 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,810 | 38 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,558 | 45 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,701 | 45 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $998 | 20 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $840 | 20 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||