Global Retirement Partners, LLC
PensionPosition in TOL — Toll Brothers, Inc.
CIK 1749744
San Rafael, CA
Position in TOL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$123,727
+$13,118 QoQ
Shares Held
751
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#623
of 799 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,915,853 across 17 Residential Construction names. TOL ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,311 | $1,190,815 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,067 | $695,243 | |
| 3 | LGIH |
LGI Homes, Inc.
|
5,752 | $366,287 | |
| 4 | LEN |
Lennar Corp /New/
|
3,514 | $315,597 | |
| 5 | TOL |
Toll Brothers, Inc.
This page
|
751 | $123,727 | |
| 6 | IBP |
Installed Building Products, Inc.
|
348 | $79,984 | |
| 7 | NVR |
Nvr Inc
|
6 | $40,880 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
2,141 | $36,953 |
All Filings in TOL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,727 | 751 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $110,609 | 818 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $78,739 | 570 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,364 | 47 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $17,633 | 140 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $54,225 | 351 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $50,679 | 440 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $52,782 | 408 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $41,218 | 401 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $24,258 | 328 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,027 | 228 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $13,686 | 228 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,291 | 106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,200 | 100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $24,307 | 545 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $26,143 | 556 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $30,409 | 550 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $44,224 | 765 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $60,360 | 1,064 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $61,379 | 1,412 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $100,142 | 2,058 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $36,011 | 1,105 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $19,250 | 1,000 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||