Strategic Investment Advisors / MI
Position in TOL — Toll Brothers, Inc.
CIK 1760540
FARMINGTON HILLS, MI
Position in TOL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$770,865
+$189,640 QoQ
Shares Held
4,679
+9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#385
of 799 holders
Holding Since
Mar 2024
10 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, 2026Strategic Investment Advisors / MI holds $2,999,745 across 4 Residential Construction names. TOL ranks #2 (25.7% of the industry book) .
All Filings in TOL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,865 | 4,679 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $581,225 | 4,259 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $597,401 | 4,418 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $673,985 | 4,879 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $590,052 | 5,170 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $552,130 | 5,229 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $635,669 | 5,047 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $779,247 | 5,044 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $263,416 | 2,287 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $311,264 | 2,406 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||