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INDEPENDENT FINANCIAL GROUP, LLC

Position in TOL — Toll Brothers, Inc.

CIK 275484 SAN DIEGO, CA

Position in TOL

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$487,330
-$467,748 QoQ
Shares Held
2,958
-61.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 799 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $1,274,118 across 3 Residential Construction names. TOL ranks #1 (38.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TOL
Toll Brothers, Inc.
This page
2,958 $487,330

All Filings in TOL

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $487,330 2,958
2024-12-31 $955,078 7,583
2024-09-30 $2,163,786 14,006
2024-06-30 $235,658 2,046
2024-03-31 $705,066 5,450
2021-06-30 $355,647 6,152