← 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
951
GIA
Gargoyle Investment Advisor
New Jersey
$838K +$818K 1 0.77% New
952
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$828K +$368K 1 0.12% Increased
953
SAM
Steinberg Asset Management
New York
$823K +$885K 1 0.62% New
954
ESBC
E.S. Barr & Co
Kentucky
$819K -$202K 1 0.09% Reduced
955
PSG
Planning Solutions Group
Maryland
$807K +$1.91M 1 0.49% New
956
MFG
Magnus Financial Group
New York
$802K +$779K 3 0.21% New
957
GCM
Gator Capital Management
Florida
$795K -$33.7K 1 1.23% Reduced
958
GS
Gagnon Securities
New York
$789K $0 4 0.21% Maintained
959
RC
Roundview Capital
New Jersey
$785K -$1.99M 1 0.22% Reduced
960
KJHP
K.J. Harrison & Partners
Ontario, Canada
$783K -$324K 1 0.48% Reduced
961
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$781K -$21.1K 8 0.02% Reduced
962
FM
Forward Management
California
$777K -$1.01K 2 0.24% Reduced
963
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$775K -$2.82M 3 0.09% Reduced
964
SCM
SG Capital Management
Illinois
$766K -$10.5M 1 0.23% Reduced
965
ZCM
Zebra Capital Management
Connecticut
$759K +$240K 2 0.47% Increased
966
FFA
Fragasso Financial Advisors
Pennsylvania
$758K $0 1 0.17% Maintained
967
TIM
Thompson Investment Management
Wisconsin
$758K -$183K 2 0.18% Reduced
968
KS
Karpas Strategies
Connecticut
$757K -$306K 1 0.35% Reduced
969
MCM
Mork Capital Management
California
$756K +$758K 1 0.71% New
970
RWM
RKL Wealth Management
Pennsylvania
$753K -$82.2K 1 0.17% Reduced
971
CI
Caerus Investors
New York
$751K +$787K 1 0.39% New
972
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$749K -$1.01M 1 0.07% Reduced
973
SWA
Sutton Wealth Advisors
Florida
$738K +$84.4K 10 0.48% Increased
974
SAM
SignalPoint Asset Management
Missouri
$730K -$21.1K 1 0.35% Reduced
975
LIM
Leavell Investment Management
Alabama
$726K -$49.5K 2 0.09% Reduced