← 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
901
CCG
Cypress Capital Group
Florida
$283K +$63.5K 1 0.07% Increased
902
YP
Yellowstone Partners
Idaho
$278K +$241K 1 0.18% New
903
COI
Connable Office Inc
Michigan
$270K -$131K 1 0.07% Reduced
904
FMLI
Fukoku Mutual Life Insurance
Japan
$266K $0 2 0.05% Maintained
905
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$265K -$609K 1 0.05% Reduced
906
RCAG
Rehmann Capital Advisory Group
Michigan
$265K +$240K 1 0.08% New
907
PAI
Pittenger & Anderson Inc
Nebraska
$263K +$43.6K 1 0.04% Increased
908
ACM
Alta Capital Management
Utah
$262K +$240K 1 0.03% New
909
SM
Salzhauer Michael
$261K +$234K 1 0.26% New
910
BWFA
Baltimore-Washington Financial Advisors
Maryland
$253K +$228K 2 0.09% Increased
911
DC
Deere & Company
Illinois
$252K $0 1 0.01% Maintained
912
MYAM
Meiji Yasuda Asset Management
Japan
$243K -$21.8K 1 0.05% Reduced
913
1SB
1ST Source Bank
Indiana
$240K +$228K 1 0.03% New
914
Cetera Advisor Networks
Cetera Advisor Networks
California
$236K -$32.2K 1 0.02% Reduced
915
AAM
Azzad Asset Management
Virginia
$235K -$146K 1 0.17% Reduced
916
CD
Carl Domino
Florida
$234K $0 1 0.13% Maintained
917
TBA
Tower Bridge Advisors
Pennsylvania
$225K +$201K 1 0.03% New
918
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$223K -$144K 1 0.01% Reduced
919
FIM
Fruth Investment Management
Texas
$223K -$24.1K 1 0.11% Reduced
920
KFS
KMS Financial Services
Washington
$222K -$24.8K 1 0.04% Reduced
921
SEC
Seven Eight Capital
New York
$222K +$199K 2 0.25% New
922
FTI
Fiduciary Trust International
Massachusetts
$221K -$188K 1 0.06% Reduced
923
LCM
Landscape Capital Management
New Jersey
$221K +$214K 1 0.2% New
924
SKK
Shepherd Kaplan Krochuk
Massachusetts
$220K $0 1 0.03% Maintained
925
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$219K +$182K 1 0.04% New