Position in TOL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,141
+$777 QoQ
Shares Held
13
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 799 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Blue Trust, Inc. holds $2,139,341 across 8 Residential Construction names. TOL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
6,122 | $839,999 | |
| 2 | DHI |
Horton D R Inc /De/
|
4,357 | $709,667 | |
| 3 | 3,826 | $274,477 | |||
| 4 | LEN |
Lennar Corp /New/
|
1,586 | $143,516 | |
| 5 | KBH |
Kb Home
|
1,818 | $113,788 | |
| 6 | MTH |
Meritage Homes CORP
|
336 | $28,173 | |
| 7 | IBP |
Installed Building Products, Inc.
|
120 | $27,580 | |
| 8 | TOL |
Toll Brothers, Inc.
This page
|
13 | $2,141 |
All Filings in TOL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,141 | 13 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,364 | 10 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $1,352 | 10 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $1,381 | 10 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $1,141 | 10 | Shares | Other | 2025-07-24 | |
| 2024-09-30 | $54,534 | 353 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $19,235 | 167 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $646 | 5 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $13 | 179 | Shares | Defined | 2024-01-18 | |
| 2023-06-30 | $79 | 1 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $20 | 396 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $21 | 506 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $4,536 | 108 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $4,103 | 92 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||