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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	AC Addison Capital Conshohocken, Pennsylvania	$251K	-$559K	1	0.2%	Reduced
1077	WIP Wellesley Investment Partners Wellesley, Massachusetts	$251K	$0	1	0.11%	Maintained
1078	EWM Evermay Wealth Management Arlington, Virginia	$248K	$0	1	0.11%	Maintained
1079	WIS Wright Investors Service Shelton, Connecticut	$248K	-$46.9K	1	0.1%	Reduced
1080	BAM Barrett Asset Management New York	$246K	-$5K	2	0.02%	Reduced
1081	TCM Tuttle Capital Management Riverside, Connecticut	$244K	+$223K	1	0.29%	New
1082	SI SII Investments Appleton, Wisconsin	$242K	+$225K	1	0.02%	New
1083	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$242K	+$105K	1	0.02%	Increased
1084	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$241K	+$221K	1	0.11%	New
1085	CBB Citizens Business Bank Ontario, California	$240K	-$103K	1	0.04%	Reduced
1086	Whittier Trust South Pasadena, California	$239K	+$11.1K	4	0.01%	Increased
1087	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$237K	+$217K	1	0.11%	New
1088	TCM Telos Capital Management San Diego, California	$236K	-$1.45K	1	0.1%	Reduced
1089	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$235K	+$215K	1	0.02%	New
1090	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$234K	+$16.9K	1	0.05%	Increased
1091	Koshinski Asset Management Decatur, Illinois	$229K	$0	1	0.09%	Maintained
1092	Quadrant Capital Group Cincinnati, Ohio	$229K	+$40.1K	13	0.1%	Increased
1093	Dai-ichi Life Insurance Company Tokyo, Japan	$227K	-$3.58M	1	0.01%	Reduced
1094	Mariner Independent Advisor Network Overland Park, Kansas	$224K	-$2.64M	1	0.03%	Reduced
1095	VAM Verity Asset Management Durham, North Carolina	$224K	+$208K	1	0.19%	New
1096	PTC Petrus Trust Company Dallas, Texas	$221K	-$77.8K	1	0.05%	Reduced
1097	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$219K	-$96.9K	1	0.2%	Reduced
1098	SSG Summit Securities Group New York	$218K	+$209K	1	0.06%	New
1099	CC Courier Capital Buffalo, New York	$217K	+$202K	1	0.04%	New
1100	BO BRR OpCo Columbus, Ohio	$212K	$0	1	0.07%	Maintained