Position in TOL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$628,356
+$152,895 QoQ
Shares Held
3,814
+9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#411
of 804 holders
Holding Since
Dec 2024
7 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, 2026HB Wealth Management, LLC holds $11,592,038 across 10 Residential Construction names. TOL ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
19,411 | $3,161,663 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,846 | $2,308,833 | |
| 3 | BZH |
Beazer Homes USA Inc
|
59,448 | $1,667,516 | |
| 4 | LEN |
Lennar Corp /New/
|
12,157 | $1,100,086 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
7,958 | $1,091,917 | |
| 6 | NVR |
Nvr Inc
|
126 | $858,488 | |
| 7 | TOL |
Toll Brothers, Inc.
This page
|
3,814 | $628,356 | |
| 8 | MTH |
Meritage Homes CORP
|
3,448 | $289,114 |
All Filings in TOL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,356 | 3,814 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $475,461 | 3,484 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $422,156 | 3,122 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $423,537 | 3,066 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $292,515 | 2,563 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $241,695 | 2,289 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $242,579 | 1,926 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||