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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	HCM Highlander Capital Management Short Hills, New Jersey	$262K	+$7.77K	3	0.23%	Increased
1027	MUFG Americas New York	$261K	-$498K	5	0.01%	Reduced
1028	Klingenstein Fields & Co New York	$260K	-$139K	1	0.01%	Reduced
1029	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$259K	+$31K	1	0.05%	Increased
1030	UFF USA Financial Formulas Ada, Michigan	$259K	-$176K	1	0.06%	Reduced
1031	Cetera Advisors Denver, Colorado	$255K	-$841K	1	0.02%	Reduced
1032	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$255K	-$29.4K	1	0.03%	Reduced
1033	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$254K	$0	1	0.23%	Maintained
1034	Guardian Capital (Canada) Toronto, Ontario, Canada	$253K	-$24.1K	1	0%	Reduced
1035	DI Diligent Investors Redlands, California	$252K	$0	1	0.2%	Maintained
1036	PS Pensionfund Sabic Sittard, Netherlands	$252K	$0	1	0.08%	Maintained
1037	FM Foster & Motley Cincinnati, Ohio	$249K	+$242K	1	0.05%	New
1038	SCM SKBA Capital Management San Francisco, California	$246K	+$256K	1	0.03%	New
1039	BAM Barrett Asset Management New York	$245K	$0	3	0.02%	Maintained
1040	Raymond James Trust St. Petersburg, Florida	$244K	-$428K	1	0.02%	Reduced
1041	WTB Washington Trust Bank Spokane, Washington	$244K	+$20.2K	5	0.06%	Increased
1042	WIP Wellesley Investment Partners Wellesley, Massachusetts	$244K	$0	1	0.12%	Maintained
1043	CMT Capital Markets Trading Frankfurt, Germany	$243K	-$84.8K	1	0.02%	Reduced
1044	RWA Ropes Wealth Advisors Boston, Massachusetts	$243K	+$115K	3	0.08%	Increased
1045	SM Salzhauer Michael	$240K	-$121	1	0.12%	Reduced
1046	WA WFG Advisors Dallas, Texas	$240K	+$2.39K	5	0.06%	Increased
1047	PTC Private Trust Company Cleveland, Ohio	$239K	+$56.2K	1	0.06%	Increased
1048	MBA McQueen Ball & Associates Bethlehem, Pennsylvania	$237K	+$205K	1	0.16%	New
1049	WCM Windward Capital Management Los Angeles, California	$234K	$0	1	0.04%	Maintained
1050	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$233K	+$227K	1	0.19%	New