Position in TOL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$560,809
+$124,788 QoQ
Shares Held
3,404
+6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#425
of 799 holders
Holding Since
Jun 2025
5 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, 2026SYM FINANCIAL Corp holds $856,761 across 2 Residential Construction names. TOL ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
3,404 | $560,809 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,817 | $295,952 |
All Filings in TOL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,809 | 3,404 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $436,021 | 3,195 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $433,244 | 3,204 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $437,351 | 3,166 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $444,650 | 3,896 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||