Valeo Financial Advisors, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1722641 CARMEL, IN

Position in TOL

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$364,591

+$86,602 QoQ

Shares Held

2,213

+8.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#502

of 799 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $1,850,112 across 4 Residential Construction names. TOL ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	8,737	$790,611
2	DHI	Horton D R Inc /De/	2,635	$429,188
3	TOL	Toll Brothers, Inc. This page	2,213	$364,591
4	NVR	Nvr Inc	39	$265,722

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,591	2,213	+8.6%	Shares	Sole	2026-07-08
2026-03-31	$277,989	2,037	+2.0%	Shares	Sole	2026-05-08
2025-12-31	$270,169	1,998	+2.8%	Shares	Sole	2026-02-04
2025-09-30	$268,544	1,944	-3.0%	Shares	Sole	2025-11-03
2021-03-31	$113,686	2,004	-34.2%	Shares	Sole	2021-04-12
2020-12-31	$132,409	3,046	+101433.3%	Shares	Sole	2021-02-11
2020-09-30	$145	3	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.