← All themes Housing & Home Improvement

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
CICI
Capital Investment Counsel Inc
North Carolina
$698K -$40.5K 1 0.29% Reduced
1077
BFIM
Beese Fulmer Investment Management
Ohio
$696K +$206K 1 0.15% Increased
1078
LCM
Lucas Capital Management
New Jersey
$696K $0 1 0.6% Maintained
1079
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$692K +$4.47K 5 0.07% Increased
1080
SW
SVB Wealth
Massachusetts
$682K -$324K 1 0.03% Reduced
1081
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$672K -$590K 1 0% Reduced
1082
Smithfield Trust
Smithfield Trust
Pennsylvania
$671K +$106K 8 0.08% Increased
1083
AIM
Allen Investment Management
New York
$663K -$306K 1 0.03% Reduced
1084
IR
Invictus RG
Bermuda
$663K -$977K 2 0.7% Reduced
1085
BC
Banced Corp
Illinois
$659K -$61.4K 1 1.09% Reduced
1086
Csenge Advisory Group
Csenge Advisory Group
Florida
$658K -$4.9K 1 0.24% Reduced
1087
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$657K -$798K 1 0.05% Reduced
1088
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$656K $0 1 0.03% Maintained
1089
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$655K +$99.8K 1 0.07% Increased
1090
CIM
Contravisory Investment Management
Massachusetts
$653K +$320K 3 0.24% Increased
1091
TCOO
Trust Company of Oklahoma
Oklahoma
$652K -$38.8K 2 0.31% Reduced
1092
KA
Kovack Advisors
Florida
$649K +$602K 1 0.16% New
1093
BRWA
B. Riley Wealth Advisors
Florida
$642K +$259K 2 0.09% Increased
1094
SI
SII Investments
Wisconsin
$642K -$44.2K 1 0.07% Reduced
1095
GCA
Greenwood Capital Associates
South Carolina
$641K +$1.16K 2 0.15% Increased
1096
AAM
Azzad Asset Management
Virginia
$641K -$5.41K 1 0.2% Reduced
1097
BL
BFSG LLC
California
$637K +$567K 2 0.27% New
1098
OAMG
Odey Asset Management Group
United Kingdom
$636K -$69.9K 1 0.06% Reduced
1099
TIP
Torray Investment Partners
Maryland
$635K -$553K 1 0.06% Reduced
1100
Private Advisor Group
Private Advisor Group
New Jersey
$634K -$1.76M 1 0.03% Reduced