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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
826	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$614K	$0	1	0.15%	Maintained
827	AAM AR Asset Management West Hollywood, California	$613K	$0	1	0.26%	Maintained
828	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$610K	+$4.01K	1	0.21%	Increased
829	IB Intrust Bank Wichita, Kansas	$606K	-$124K	2	0.25%	Reduced
830	WC Wexford Capital West Palm Beach, Florida	$603K	-$10.7M	2	0.05%	Reduced
831	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$596K	-$643K	2	0.07%	Reduced
832	First National Bank of Omaha Omaha, Nebraska	$595K	+$45.4K	1	0.04%	Increased
833	Conning Inc Hartford, Connecticut	$582K	+$421K	3	0.03%	Increased
834	Meiji Yasuda Life Insurance Tokyo, Japan	$578K	$0	1	0.1%	Maintained
835	PCC Park Circle Company Baltimore, Maryland	$576K	+$592K	1	0.42%	New
836	HCS Harvest Capital Strategies San Francisco, California	$574K	-$1.61M	1	0.04%	Reduced
837	MNBTD Moody National Bank Trust Division Galveston, Texas	$572K	+$586K	1	0.04%	New
838	SI SII Investments Appleton, Wisconsin	$568K	-$4.13K	1	0.11%	Reduced
839	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$557K	$0	1	0.57%	Maintained
840	PFM PacWest Financial Management Phoenix, Arizona	$557K	-$160K	1	0.43%	Reduced
841	Brown Advisory Baltimore, Maryland	$556K	$0	2	0%	Maintained
842	PC Pomelo Capital New York	$554K	$0	1	0.27%	Maintained
843	Amalgamated Bank New York	$546K	-$210K	1	0.09%	Reduced
844	SC Skylands Capital Milwaukee, Wisconsin	$541K	+$565K	1	0.06%	New
845	Private Advisor Group Morristown, New Jersey	$538K	-$2.23K	1	0.06%	Reduced
846	TFA Transamerica Financial Advisors St. Petersburg, Florida	$532K	-$298K	3	0.05%	Reduced
847	WI WBI Investments Red Bank, New Jersey	$526K	+$537K	1	0.02%	New
848	Truist Financial Charlotte, North Carolina	$517K	+$236K	2	0.02%	Increased
849	AP Advisors Preferred Rockville, Maryland	$506K	+$521K	3	0.23%	New
850	Eagle Global Advisors Houston, Texas	$504K	+$166K	2	0.02%	Increased