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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
1076	IC Intersect Capital San Ramon, California	$142K	$0	1	0.13%	Maintained
1077	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$142K	+$160K	1	0.01%	New
1078	SC SRB Corp Boston, Massachusetts	$141K	$0	1	0.02%	Maintained
1079	GLI Guardian Life Insurance New York	$140K	+$34.5K	3	0.01%	Increased
1080	RA Rational Advisors Huntington, New York	$140K	$0	1	0.06%	Maintained
1081	FineMark National Bank & Trust Fort Myers, Florida	$135K	+$3.13K	6	0.02%	Increased
1082	AP Advisors Preferred Rockville, Maryland	$130K	+$102K	3	0.14%	Increased
1083	ECM Estabrook Capital Management New York	$124K	+$14.9K	2	0.02%	Increased
1084	EWM Endurance Wealth Management Providence, Rhode Island	$116K	$0	2	0.02%	Maintained
1085	Brown Brothers Harriman & Co New York	$115K	+$120K	1	0%	Increased
1086	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$114K	$0	1	0.04%	Maintained
1087	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$113K	$0	1	0.37%	Maintained
1088	KPCM Kings Point Capital Management Great Neck, New York	$110K	+$71.8K	3	0.03%	Increased
1089	EEG E.E. Geduld	$109K	-$303K	2	0.1%	Reduced
1090	MCM Manchester Capital Management Manchester, Vermont	$109K	$0	3	0.02%	Maintained
1091	CFA Carroll Financial Associates Charlotte, North Carolina	$106K	+$223	6	0.02%	Increased
1092	HPBT High Point Bank & Trust High Point, North Carolina	$106K	$0	2	0.03%	Maintained
1093	SA SRH Advisors Salina, Kansas	$101K	$0	3	0.59%	Maintained
1094	WA WealthTrust-Arizona Scottsdale, Arizona	$100K	+$9.48K	9	0.06%	Increased
1095	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$98.7K	$0	1	0.06%	Maintained
1096	PTCG Pring Turner Capital Group Alamo, California	$96K	+$103K	1	0.14%	New
1097	KCM Karp Capital Management Sausalito, California	$94K	+$61.1K	2	0.06%	Increased
1098	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$93K	+$12.1K	7	0.04%	Increased
1099	Capital Analysts LLC Fort Washington, Pennsylvania	$91.5K	$0	1	0.02%	Maintained
1100	Brookstone Capital Management Wheaton, Illinois	$91K	-$14.5K	2	0.02%	Reduced