← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
726
CNBT
Canandaigua National Bank & Trust
New York
$610K -$22.2K 1 0.23% Reduced
727
HPA
Hilltop Park Associates
New York
$607K +$592K 1 0.48% New
728
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$601K $0 1 0.48% Maintained
729
IB
Intrust Bank
Kansas
$597K +$608K 1 0.29% New
730
WA
WFG Advisors
Texas
$588K +$152K 10 0.09% Increased
731
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$579K $0 1 0.05% Maintained
732
NA
Navellier & Associates
Nevada
$578K -$38.9M 2 0.02% Reduced
733
JMH
J.M. Hartwell
New York
$573K $0 1 0.13% Maintained
734
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$571K $0 4 0.14% Maintained
735
FMA
FNY Managed Accounts
New York
$562K +$548K 1 0.62% New
736
ACI
Advance Capital I
Michigan
$561K +$225K 2 0.29% Increased
737
BA
Bard Associates
Illinois
$555K -$10K 1 0.25% Reduced
738
MSU
Maple Securities USA
New Jersey
$554K +$81.4K 2 0.04% Increased
739
IC
IKOS CIF
Cyprus
$551K +$12.1K 3 0.67% Increased
740
LDB
Lee, Danner & Bass
Tennessee
$549K $0 1 0.08% Maintained
741
IH
IFC Holdings
Florida
$544K -$2.2M 3 0.12% Reduced
742
SI
SII Investments
Wisconsin
$544K +$18.7K 1 0.13% Increased
743
SCIA
Sanibel Captiva Investment Advisers
Illinois
$542K +$62.1K 1 0.42% Increased
744
BP
Banyan Partners
Florida
$541K +$247K 1 0.05% Increased
745
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$541K $0 1 0.1% Maintained
746
NPC
National Planning Corporation
California
$528K +$12K 1 0.05% Increased
747
BOH
Bank of Hawaii
Hawaii
$516K -$380K 1 0.05% Reduced
748
OM
Ospraie Management
New York
$516K +$164K 1 0.43% Increased
749
PAS
Partnervest Advisory Services
California
$516K +$477K 4 0.26% Increased
750
IRS
Invictus RG (Singapore)
Singapore
$514K +$229K 1 0.44% Increased