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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
1001	Old National Bancorp Evansville, Indiana	$295K	-$461K	1	0.02%	Reduced
1002	HBWM Hollow Brook Wealth Management Katonah, New York	$294K	-$35.1K	1	0.18%	Reduced
1003	Tocqueville Asset Management New York	$294K	$0	1	0%	Maintained
1004	CBB Citizens Business Bank Ontario, California	$291K	$0	1	0.05%	Maintained
1005	CD Carl Domino West Palm Beach, Florida	$287K	$0	1	0.31%	Maintained
1006	PTC Petrus Trust Company Dallas, Texas	$287K	+$300K	1	0.07%	New
1007	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$285K	$0	1	0.3%	Maintained
1008	AI ArchPoint Investors Coral Gables, Florida	$281K	+$257K	1	0.17%	New
1009	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$281K	-$526	1	0.06%	Reduced
1010	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$281K	-$232K	1	0.06%	Reduced
1011	BFC Blue Fin Capital Warren, Rhode Island	$279K	+$28.6K	1	0.18%	Increased
1012	CC Colrain Capital Boston, Massachusetts	$279K	-$257K	1	0.06%	Reduced
1013	HM Payson & Co Portland, Maine	$279K	$0	1	0.01%	Maintained
1014	ST Sentinel Trust Houston, Texas	$278K	$0	1	0.04%	Maintained
1015	VCM Versant Capital Management Phoenix, Arizona	$276K	-$7.58K	11	0.16%	Reduced
1016	EIA Edgemoor Investment Advisors Bethesda, Maryland	$275K	$0	1	0.04%	Maintained
1017	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$274K	$0	1	0.2%	Maintained
1018	PHK Point72 Hong Kong Hong Kong	$271K	-$187K	10	0.27%	Reduced
1019	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$271K	$0	3	0.2%	Maintained
1020	WIS Wright Investors Service Shelton, Connecticut	$271K	-$42.5K	1	0.12%	Reduced
1021	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$270K	$0	1	0.14%	Maintained
1022	C CFO4Life Coppell, Texas	$268K	-$37.6K	1	0.22%	Reduced
1023	PL Parkwood LLC Cleveland, Ohio	$267K	-$777K	1	0.04%	Reduced
1024	Forvis Mazars Wealth Advisors Springfield, Missouri	$266K	+$7.34K	1	0.03%	Increased
1025	MCM McKinley Capital Management Anchorage, Alaska	$265K	-$7.74M	1	0.01%	Reduced