← 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
1001	DBT Dubuque Bank & Trust Dubuque, Iowa	$251K	-$368K	3	0.05%	Reduced
1002	TC TradeLink Capital Chicago, Illinois	$248K	-$520K	1	0.46%	Reduced
1003	CCA Covey Capital Advisors Atlanta, Georgia	$247K	$0	1	0.13%	Maintained
1004	EWM Evermay Wealth Management Arlington, Virginia	$246K	+$224K	1	0.14%	New
1005	ECM Everence Capital Management Goshen, Indiana	$245K	$0	1	0.08%	Maintained
1006	WCM Windward Capital Management Los Angeles, California	$243K	$0	1	0.05%	Maintained
1007	Quadrant Capital Group Cincinnati, Ohio	$242K	+$33.4K	12	0.16%	Increased
1008	SCA Salient Capital Advisors Houston, Texas	$242K	$0	1	0.01%	Maintained
1009	Raymond James Trust St. Petersburg, Florida	$236K	+$24.2K	1	0.02%	Increased
1010	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$233K	-$325K	4	0%	Reduced
1011	Lincoln National Corp Radnor, Pennsylvania	$230K	+$211K	1	0.02%	New
1012	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$229K	+$209K	1	0.22%	New
1013	WIP Wellesley Investment Partners Wellesley, Massachusetts	$227K	$0	1	0.14%	Maintained
1014	PMFA Plante Moran Financial Advisors Southfield, Michigan	$225K	-$9.09K	4	0.17%	Reduced
1015	CI Constellation Investments Montgomery, Ohio	$224K	+$5.5K	1	0.04%	Increased
1016	WA WFG Advisors Dallas, Texas	$224K	-$53.3K	6	0.06%	Reduced
1017	COI Connable Office Inc Kalamazoo, Michigan	$223K	$0	1	0.06%	Maintained
1018	CCM CrestPoint Capital Management Four Seasons, Missouri	$222K	+$4.31K	1	0.12%	Increased
1019	SFM Signature Financial Management Norfolk, Virginia	$222K	+$197K	1	0.11%	New
1020	Forvis Mazars Wealth Advisors Springfield, Missouri	$218K	+$14.2K	1	0.03%	Increased
1021	MAM Mizuho Asset Management Tokyo, Japan	$218K	-$150K	4	0.06%	Reduced
1022	CI Cavalier Investments Alpharetta, Georgia	$218K	$0	1	0.13%	Maintained
1023	LCM Lucas Capital Management Red Bank, New Jersey	$216K	+$11.6K	1	0.16%	Increased
1024	OC Oppenheimer & Close New York	$216K	$0	1	0.19%	Maintained
1025	GF Gerstein Fisher New York	$215K	+$12K	1	0.03%	Increased