JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in TOL — Toll Brothers, Inc.
CIK 1903880
MONTGOMERY, AL
Position in TOL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$358,001
+$118,225 QoQ
Shares Held
2,173
+23.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#507
of 799 holders
Holding Since
Jun 2025
5 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $581,308 across 2 Residential Construction names. TOL ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
2,173 | $358,001 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,371 | $223,307 |
All Filings in TOL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,001 | 2,173 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $239,776 | 1,757 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $272,738 | 2,017 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $295,205 | 2,137 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $226,775 | 1,987 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||