← 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
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$8.78M -$306K 24 0.38% Reduced
727
BFIM
Beese Fulmer Investment Management
Ohio
$8.74M +$1.03M 1 0.82% Increased
728
Glenview Trust
Glenview Trust
Kentucky
$8.71M -$237K 3 0.19% Reduced
729
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.65M +$1.76M 30 0.04% Increased
730
KIM
Kestrel Investment Management
California
$8.64M -$42K 1 5.77% Reduced
731
LT
Legacy Trust
Michigan
$8.63M -$47.6K 1 2.15% Reduced
732
CWA Asset Management Group
CWA Asset Management Group
Florida
$8.63M +$7.4M 4 0.52% Increased
733
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$8.61M +$1.46M 5 0.27% Increased
734
KeyBank National Association
KeyBank National Association
Ohio
$8.58M -$830K 5 0.04% Reduced
735
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$8.57M +$708K 17 0.01% Increased
736
GCCM
Gate City Capital Management
Illinois
$8.56M -$1.4M 1 6.4% Reduced
737
SP
Symmetry Partners
Connecticut
$8.56M +$156K 5 0.67% Increased
738
TA
Tectonic Advisors
Texas
$8.53M -$23.8K 5 0.65% Reduced
739
BL
BCWM LLC
Kansas
$8.5M -$2.03M 1 2.93% Reduced
740
Eisler Capital (UK)
Eisler Capital (UK)
United Kingdom
$8.43M +$3.48M 3 0.07% Increased
741
HWAM
Hennion & Walsh Asset Management
New Jersey
$8.37M +$1.14M 5 0.45% Increased
742
EULAV Asset Management
EULAV Asset Management
Florida
$8.3M $0 1 0.23% Maintained
743
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$8.22M +$5.75M 2 0.21% Increased
744
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$8.16M -$3.32M 5 0.17% Reduced
745
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$8.12M +$4.58M 12 0.06% Increased
746
OMC
Overbrook Management Corp
New York
$8.07M +$7.35M 1 2.17% New
747
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.02M -$9.39M 1 0.4% Reduced
748
Manning & Napier Group
Manning & Napier Group
New York
$7.97M +$1.58M 1 0.09% Increased
749
VF
Virtu Financial
New York
$7.92M +$1.98M 9 0.6% Increased
750
NP
Nilsine Partners
Colorado
$7.9M -$1.83M 5 1.08% Reduced