WADDELL & ASSOCIATES, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1776757 MEMPHIS, TN

Position in TOL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$289,301

+$51,025 QoQ

Shares Held

1,756

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#542

of 799 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $1,379,121 across 4 Residential Construction names. TOL ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	93	$633,646
2	TOL	Toll Brothers, Inc. This page	1,756	$289,301
3	DHI	Horton D R Inc /De/	1,534	$249,857
4	LEN	Lennar Corp /New/	2,280	$206,317

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,301	1,756	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$238,276	1,746	-4.0%	Shares	Sole	2026-05-11
2025-12-31	$245,829	1,818	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$259,565	1,879	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.