← 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
751	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$2.38M	+$79.4K	2	0.29%	Increased
752	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$2.36M	-$344	2	1.01%	Reduced
753	DMK David M. Knott	$2.36M	+$599K	1	1.01%	Increased
754	PAPAIJV Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas	$2.36M	$0	1	2.01%	Maintained
755	CCA Covey Capital Advisors Atlanta, Georgia	$2.35M	+$711K	2	3.44%	Increased
756	LCG Lisanti Capital Growth New York	$2.33M	-$18.4K	2	1.46%	Reduced
757	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$2.32M	-$108K	1	0.11%	Reduced
758	AHC Anderson Hoagland & Co St Louis, Missouri	$2.28M	+$10.8K	1	1.4%	Increased
759	One Capital Management Westlake Village, California	$2.28M	+$2.11M	1	0.47%	New
760	FG FSI Group Cincinnati, Ohio	$2.26M	-$418K	1	1.6%	Reduced
761	Churchill Management Los Angeles, California	$2.24M	+$2.08M	1	0.06%	New
762	CWM Catamount Wealth Management Westport, Connecticut	$2.23M	+$23.9K	3	1.3%	Increased
763	KI Koch Industries Wichita, Kansas	$2.22M	-$664K	4	0.53%	Reduced
764	WOC West Oak Capital Westlake Village, California	$2.2M	-$38.2K	3	1.31%	Reduced
765	LTI Laffer Tengler Investments Nashville, Tennessee	$2.2M	-$144K	1	0.58%	Reduced
766	Private Advisor Group Morristown, New Jersey	$2.19M	+$253K	4	0.05%	Increased
767	AP Archon Partners Princeton Junction, New Jersey	$2.19M	$0	1	0.51%	Maintained
768	Wedbush Securities Los Angeles, California	$2.17M	-$845K	3	0.28%	Reduced
769	HI Honeywell International Charlotte, North Carolina	$2.17M	-$7.85M	1	0.08%	Reduced
770	Simplex Trading Chicago, Illinois	$2.16M	-$1.99M	11	0.09%	Reduced
771	ACM Ativo Capital Management Chicago, Illinois	$2.16M	$0	2	0.58%	Maintained
772	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.16M	+$298K	8	0.02%	Increased
773	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.13M	-$1.36M	3	1.06%	Reduced
774	Första AP-fonden Stockholm, Sweden	$2.12M	+$655K	1	0.07%	Increased
775	TU TDAM USA Toronto, Ontario, Canada	$2.1M	-$208K	2	0.12%	Reduced