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Planned Solutions, Inc.

Position in TOL — Toll Brothers, Inc.

CIK 1831332 FOLSOM, CA

Position in TOL

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$237,899
+$14,816 QoQ
Shares Held
1,444
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#593
of 803 holders
Holding Since
Dec 2023
3 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, 2026

Planned Solutions, Inc. holds $1,111,600 across 3 Residential Construction names. TOL ranks #3 (21.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TOL
Toll Brothers, Inc.
This page
1,444 $237,899

All Filings in TOL

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $237,899 1,444
2024-09-30 $223,083 1,444
2023-12-31 $144,317 1,404