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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
1051	Davenport & Co Richmond, Virginia	$204K	+$219K	1	0%	New
1052	BO BRR OpCo Columbus, Ohio	$204K	$0	1	0.09%	Maintained
1053	FIM Fruth Investment Management Houston, Texas	$204K	$0	1	0.11%	Maintained
1054	Virginia Retirement Systems Richmond, Virginia	$204K	-$733K	1	0%	Reduced
1055	ATC Argent Trust Company Ruston, Louisiana	$203K	+$217K	1	0.09%	New
1056	FTC Farmers Trust Company Youngstown, Ohio	$203K	+$203K	1	0.07%	New
1057	TDC Thompson Davis & Co Richmond, Virginia	$199K	-$64.5K	6	0.28%	Reduced
1058	First National Bank of Omaha Omaha, Nebraska	$198K	-$271K	1	0.01%	Reduced
1059	Hillsdale Investment Management Toronto, Ontario, Canada	$191K	+$201K	1	0.06%	New
1060	BEAM Baker Ellis Asset Management Vancouver, Washington	$189K	-$108K	1	0.07%	Reduced
1061	Smithfield Trust Pittsburgh, Pennsylvania	$189K	+$63.8K	3	0.04%	Increased
1062	FGA Flood Gamble Associates New York	$178K	$0	1	0.09%	Maintained
1063	Quadrant Capital Group Cincinnati, Ohio	$176K	+$11.2K	6	0.12%	Increased
1064	Highbridge Capital Management New York	$173K	-$40K	1	0%	Reduced
1065	Moneta Group Investment Advisors St Louis, Missouri	$168K	+$186K	3	0.05%	New
1066	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$167K	-$289K	2	0.05%	Reduced
1067	FNYS First New York Securities New York	$166K	+$18.8K	4	0.07%	Increased
1068	FWM Frontier Wealth Management Kansas City, Missouri	$165K	-$64.3K	1	0.03%	Reduced
1069	PAIA Park Avenue Institutional Advisers New York	$160K	-$6.56K	3	0.14%	Reduced
1070	PMFA Plante Moran Financial Advisors Southfield, Michigan	$158K	$0	4	0.12%	Maintained
1071	Whittier Trust South Pasadena, California	$156K	-$8.19K	3	0.01%	Reduced
1072	IAM Iridian Asset Management Westport, Connecticut	$152K	-$296K	1	0%	Reduced
1073	BAM Barrett Asset Management New York	$149K	+$17.2K	1	0.01%	Increased
1074	Koshinski Asset Management Decatur, Illinois	$147K	+$139K	1	0.09%	New
1075	SignatureFD Atlanta, Georgia	$146K	+$24.9K	6	0.03%	Increased