Portside Wealth Group, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1978608 Provo, UT

Position in TOL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$363,603

+$147,163 QoQ

Shares Held

2,207

+39.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#503

of 798 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Portside Wealth Group, LLC holds $1,873,134 across 4 Residential Construction names. TOL ranks #4 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SKY	Champion Homes, Inc.	7,791	$686,542
2	DHI	Horton D R Inc /De/	2,630	$428,374
3	PHM	Pultegroup Inc/Mi/	2,876	$394,615
4	TOL	Toll Brothers, Inc. This page	2,207	$363,603

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,603	2,207	+39.2%	Shares	Sole	2026-07-14
2026-03-31	$216,440	1,586	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.