Corient Private Wealth LLC

Position in TOL — Toll Brothers, Inc.

CIK 1948780 MIAMI, FL

Position in TOL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$16,989,286

+$15,739,042 QoQ

Shares Held

124,491

+1246.4% QoQ

Ownership

0.133%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 92.87407044210183.ToString("F0")% Shared 1.2135327286099535.ToString("F0")% None 5.912396829288225.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Corient Private Wealth LLC holds $131,762,598 across 13 Residential Construction names. TOL ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	9,124	$60,125,609
2	PHM	Pultegroup Inc/Mi/	177,669	$20,895,650
3	TOL	Toll Brothers, Inc. This page	124,491	$16,989,286
4	DHI	Horton D R Inc /De/	95,144	$13,055,659
5	LEN	Lennar Corp /New/	65,962	$5,728,139
6	TMHC	Taylor Morrison Home Corp	82,761	$4,820,000
7	MHO	M/I Homes, Inc.	38,592	$4,725,590
8	SKY	Champion Homes, Inc.	25,713	$1,912,275

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,989,286	124,491	+1246.4%	Shares	Other	2026-05-15
2025-12-31	$1,250,244	9,246	+97.1%	Shares	Sole	2026-03-09
2025-09-30	$647,876	4,690	+41.2%	Shares	Sole	2025-11-14
2025-06-30	$379,139	3,322	-41.6%	Shares	Sole	2025-09-26
2024-12-31	$716,151	5,686	-18.4%	Shares	Sole	2025-02-10
2024-09-30	$1,076,486	6,968	+38.3%	Shares	Sole	2024-11-12
2024-06-30	$580,276	5,038	+29.0%	Shares	Sole	2024-08-13
2024-03-31	$505,060	3,904	-3.3%	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.