Position in TOL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$20,630,983
+$6,976,614 QoQ
Shares Held
125,226
+25.2% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#78
of 803 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $104,078,060 across 17 Residential Construction names. TOL ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
218,908 | $30,036,366 | |
| 2 | TOL |
Toll Brothers, Inc.
This page
|
125,226 | $20,630,983 | |
| 3 | DHI |
Horton D R Inc /De/
|
98,104 | $15,979,179 | |
| 4 | NVR |
Nvr Inc
|
2,147 | $14,628,369 | |
| 5 | LEN |
Lennar Corp /New/
|
124,444 | $11,228,772 | |
| 6 | KBH |
Kb Home
|
62,559 | $3,915,567 | |
| 7 | SKY |
Champion Homes, Inc.
|
24,117 | $2,125,190 | |
| 8 | MTH |
Meritage Homes CORP
|
24,652 | $2,067,070 |
All Filings in TOL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,630,983 | 125,226 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $13,654,369 | 100,054 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,185,001 | 60,531 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,983,810 | 43,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,194,962 | 36,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,055,246 | 28,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,242,960 | 25,748 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,061,233 | 26,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,426,381 | 21,066 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,505,120 | 19,364 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,146,930 | 11,158 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $772,808 | 10,449 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $781,606 | 9,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $638,058 | 10,629 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $579,072 | 11,600 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $505,638 | 12,039 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $605,088 | 13,567 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $868,365 | 18,468 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,291,075 | 17,835 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $923,619 | 16,705 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,085,209 | 18,772 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $616,882 | 10,874 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $514,510 | 11,836 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $583,920 | 12,000 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $402,128 | 12,339 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $205,436 | 10,672 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||