Position in TOL
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$10,307,089
-$6,682,197 QoQ
Shares Held
62,562
-49.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#134
of 805 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 7%
Shared 2%
None 90%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $119,979,345 across 13 Residential Construction names. TOL ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
8,592 | $58,540,731 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
140,490 | $19,276,632 | |
| 3 | DHI |
Horton D R Inc /De/
|
67,821 | $11,046,684 | |
| 4 | TOL |
Toll Brothers, Inc.
This page
|
62,562 | $10,307,089 | |
| 5 | LEN |
Lennar Corp /New/
|
82,261 | $7,443,797 | |
| 6 | MHO |
M/I Homes, Inc.
|
38,597 | $6,206,011 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,509 | $3,384,619 | |
| 8 | IBP |
Installed Building Products, Inc.
|
5,093 | $1,170,575 |
All Filings in TOL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,307,089 | 62,562 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $16,989,286 | 124,491 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,250,244 | 9,246 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $647,876 | 4,690 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $379,139 | 3,322 | Shares | Sole | 2025-09-26 | |
| 2024-12-31 | $716,151 | 5,686 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,076,486 | 6,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $580,276 | 5,038 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $505,060 | 3,904 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $415,066 | 4,038 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||