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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
901	Cannell & Spears New York	$586K	$0	1	0.08%	Maintained
902	LIM Longfellow Investment Management Boston, Massachusetts	$586K	+$581K	1	0.23%	New
903	FP FDO Partners Cambridge, Massachusetts	$580K	+$599K	1	0.23%	New
904	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$575K	-$18.3K	1	0.28%	Reduced
905	AMM American Money Management Rancho Santa Fe, California	$574K	+$89.3K	1	0.46%	Increased
906	PIA Piedmont Investment Advisors Durham, North Carolina	$574K	+$224K	4	0.01%	Increased
907	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$573K	-$241K	2	0.09%	Reduced
908	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$568K	-$138K	1	0.25%	Reduced
909	LCM Lucas Capital Management Red Bank, New Jersey	$567K	-$11.3K	1	0.41%	Reduced
910	BA Bard Associates Chicago, Illinois	$559K	+$57.1K	1	0.26%	Increased
911	FWM Frontier Wealth Management Kansas City, Missouri	$557K	+$583K	1	0.09%	New
912	EVC Eidelman Virant Capital Saint Louis, Missouri	$555K	+$257K	1	0.32%	Increased
913	YMRC Yorktown Management & Research Company Forest, Virginia	$555K	-$10.1K	2	0.14%	Reduced
914	GWS Glassman Wealth Services Vienna, Virginia	$553K	+$364K	5	0.39%	Increased
915	CI Cavalier Investments Alpharetta, Georgia	$551K	-$1.1M	2	0.35%	Reduced
916	QI Quotient Investors New York	$542K	$0	1	0.34%	Maintained
917	BHA Beech Hill Advisors New York	$539K	-$5.51K	1	0.32%	Reduced
918	LMR Partners London, United Kingdom	$539K	-$2.42M	2	0.08%	Reduced
919	MC Moors & Cabot Boston, Massachusetts	$533K	+$10.5K	1	0.09%	Increased
920	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$527K	$0	2	0.06%	Maintained
921	BOH Bank of Hawaii Honolulu, Hawaii	$526K	-$141K	1	0.05%	Reduced
922	SAM SignalPoint Asset Management Springfield, Missouri	$524K	-$16.3K	1	0.13%	Reduced
923	Mission Wealth Management Santa Barbara, California	$517K	+$82.9K	1	0.1%	Increased
924	TCOV Trust Company of Vermont Brattleboro, Vermont	$510K	+$400K	2	0.06%	Increased
925	ACP Aviance Capital Partners Naples, Florida	$508K	+$191K	1	0.18%	Increased