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James T. Borello RIA’s M/I Homes MHO Stock Holding History

James T. Borello RIA’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$135 Sell
1
-1
-50% -$147 ﹤0.01% 1176
2026
Q2 		$322 Sell
2
-1
-33% -$134 ﹤0.01% 1087
2026
Q1 		$367 Hold
3
– – ﹤0.01% 1064
2025
Q4 		$384 Buy
+3
New +$397 ﹤0.01% 952

Other funds holding MHO

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

James T. Borello RIA's MHO Position: Q3 2026 in Review

James T. Borello RIA reduced its M/I Homes (MHO) stake by 50% in Q3 2026, selling an estimated $147 and leaving 1 share worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

James T. Borello RIA first reported a position in MHO in Q4 2025 and has held it in 4 quarters since. The position peaked at $384 in Q4 2025. 24 funds tracked by Wall St. Rank hold MHO as of Q3 2026.

  • James T. Borello RIA held 1 share of M/I Homes worth $135 as of Q3 2026.
  • James T. Borello RIA sold 1 M/I Homes share in Q3 2026, an estimated $147.
  • M/I Homes made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1176 holding.
  • James T. Borello RIA first reported a position in M/I Homes in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's M/I Homes position peaked at $384 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held M/I Homes as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.