FIDELIS CAPITAL PARTNERS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1962755 TAMPA, FL

Position in TOL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$421,265

+$72,448 QoQ

Shares Held

2,557

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#478

of 799 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $3,048,157 across 4 Residential Construction names. TOL ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	12,194	$1,673,138
2	DHI	Horton D R Inc /De/	4,595	$748,433
3	TOL	Toll Brothers, Inc. This page	2,557	$421,265
4	LEN	Lennar Corp /New/	2,269	$205,321

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,265	2,557	+0.0%	Shares	Sole	2026-08-13
2026-03-31	$348,817	2,556	+1.1%	Shares	Sole	2026-05-06
2025-12-31	$341,971	2,529	+0.9%	Shares	Sole	2026-02-09
2025-09-30	$346,316	2,507	+0.2%	Shares	Sole	2025-11-03
2025-06-30	$285,553	2,502	+4.5%	Shares	Sole	2025-08-07
2025-03-31	$252,888	2,395	+18.6%	Shares	Sole	2025-05-01
2024-12-31	$254,419	2,020	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.