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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
976	PI Pettee Investors Rowayton, Connecticut	$641K	+$585K	1	0.41%	New
977	MFAM Motley Fool Asset Management Alexandria, Virginia	$635K	-$2.05M	1	0.13%	Reduced
978	SWA SFMG Wealth Advisors Plano, Texas	$630K	+$36	1	0.12%	Increased
979	Whitebox Advisors Minneapolis, Minnesota	$630K	+$511K	1	0.02%	New
980	AAM Azzad Asset Management Falls Church, Virginia	$625K	+$1.07K	1	0.21%	Increased
981	CC ClearArc Capital Cincinnati, Ohio	$625K	+$24.4K	2	0.09%	Increased
982	FMT First Mercantile Trust Cordova, Tennessee	$623K	-$514K	3	0.11%	Reduced
983	SOAMC Spirit of America Management Corp Syosset, New York	$623K	$0	2	0.07%	Maintained
984	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$620K	-$67.1K	1	0.27%	Reduced
985	LMR Partners London, United Kingdom	$620K	-$1.85M	1	0.07%	Reduced
986	Smith Salley Wealth Management Greensboro, North Carolina	$615K	-$38K	1	0.12%	Reduced
987	Belpointe Asset Management Reno, Nevada	$609K	+$608K	2	0.14%	New
988	Loomis, Sayles & Company Boston, Massachusetts	$600K	-$97.6K	1	0%	Reduced
989	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$600K	$0	4	0.08%	Maintained
990	Old National Bancorp Evansville, Indiana	$600K	-$26.8K	1	0.03%	Reduced
991	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$599K	+$70.2K	1	0.11%	Increased
992	FAM Fortaleza Asset Management Chicago, Illinois	$598K	-$113K	2	1.09%	Reduced
993	WVP Worth Venture Partners Fort Lee, New Jersey	$596K	-$57.7K	2	0.52%	Reduced
994	MCA Morris Capital Advisors Malvern, Pennsylvania	$595K	+$1.79K	1	0.4%	Increased
995	BCM Beck Capital Management Austin, Texas	$592K	-$79.7K	1	0.28%	Reduced
996	Kovitz Investment Group Partners Chicago, Illinois	$590K	+$240K	1	0.03%	Increased
997	River Road Asset Management Louisville, Kentucky	$586K	-$26K	1	0.01%	Reduced
998	CG CFO4Life Group Coppell, Texas	$581K	+$13.4K	1	0.47%	Increased
999	DA Denali Advisors San Diego, California	$581K	+$437	4	0.1%	Increased
1000	Csenge Advisory Group Clearwater, Florida	$577K	+$537K	2	0.23%	New