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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
1026	ST Sentinel Trust Houston, Texas	$279K	$0	1	0.04%	Maintained
1027	BFC Blue Fin Capital Warren, Rhode Island	$278K	$0	1	0.23%	Maintained
1028	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$278K	+$576	1	0.06%	Increased
1029	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$276K	+$32.3K	1	0.25%	Increased
1030	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$276K	-$13.9K	1	0.27%	Reduced
1031	EIA Edgemoor Investment Advisors Bethesda, Maryland	$276K	$0	1	0.04%	Maintained
1032	OC Oakworth Capital Birmingham, Alabama	$276K	$0	2	0.1%	Maintained
1033	Eagle Global Advisors Houston, Texas	$275K	$0	1	0.01%	Maintained
1034	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$271K	-$31.3K	3	0.2%	Reduced
1035	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$270K	+$297K	1	0.4%	New
1036	HM Payson & Co Portland, Maine	$269K	$0	1	0.01%	Maintained
1037	KMC Kirr Marbach & Co Columbus, Indiana	$268K	+$7.23K	1	0.05%	Increased
1038	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$267K	-$9.3K	1	0.15%	Reduced
1039	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$264K	$0	5	0.22%	Maintained
1040	HCM Highlander Capital Management Short Hills, New Jersey	$264K	+$11.4K	2	0.24%	Increased
1041	VCM Versant Capital Management Phoenix, Arizona	$264K	+$15.2K	13	0.15%	Increased
1042	QC QCM Cayman Houston, Texas	$262K	+$279K	1	0.29%	New
1043	DI Diligent Investors Redlands, California	$260K	$0	1	0.21%	Maintained
1044	PS Pensionfund Sabic Sittard, Netherlands	$260K	$0	1	0.08%	Maintained
1045	BAM Barrett Asset Management New York	$256K	+$16.7K	3	0.02%	Increased
1046	MAM Mizuho Asset Management Tokyo, Japan	$256K	-$137K	4	0.06%	Reduced
1047	Gratus Capital Atlanta, Georgia	$254K	-$32.1K	1	0.04%	Reduced
1048	CC Courier Capital Buffalo, New York	$253K	+$41.6K	1	0.05%	Increased
1049	ACM Argyle Capital Management Center Valley, Pennsylvania	$251K	+$259K	1	0.11%	New
1050	CC ClearArc Capital Cincinnati, Ohio	$251K	-$196K	1	0.05%	Reduced