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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	RCM Radnor Capital Management Wayne, Pennsylvania	$425K	+$40.4K	1	0.15%	Increased
1077	Winton Group London, United Kingdom	$422K	-$551K	1	0.01%	Reduced
1078	ALAM Asahi Life Asset Management Tokyo, Japan	$418K	+$450K	1	0.07%	New
1079	GCA Gideon Capital Advisors New York	$417K	-$883K	1	0.17%	Reduced
1080	CAM Cozad Asset Management Champaign, Illinois	$416K	-$1.41M	1	0.14%	Reduced
1081	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$412K	-$48.7K	1	0.05%	Reduced
1082	ECM Everence Capital Management Goshen, Indiana	$412K	$0	1	0.1%	Maintained
1083	FA Fortis Advisors Wayne, Pennsylvania	$411K	+$410K	2	0.25%	New
1084	Forvis Mazars Wealth Advisors Springfield, Missouri	$411K	+$50.9K	1	0.04%	Increased
1085	RBA Richard Bernstein Advisors New York	$407K	$0	1	0.02%	Maintained
1086	IHT Wealth Management Chicago, Illinois	$406K	+$27.5K	1	0.08%	Increased
1087	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$404K	-$50.7K	1	0.2%	Reduced
1088	AAM AR Asset Management West Hollywood, California	$400K	$0	1	0.17%	Maintained
1089	AI ArchPoint Investors Coral Gables, Florida	$399K	$0	1	0.14%	Maintained
1090	PWAG Polaris Wealth Advisory Group San Rafael, California	$393K	+$275K	1	0.04%	Increased
1091	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$393K	+$414K	1	0.04%	New
1092	WC Weil Company San Diego, California	$392K	+$413K	1	0.35%	New
1093	FAB First American Bank Dundee, Illinois	$389K	-$2.09M	1	0.03%	Reduced
1094	SXL Summit X LLC Chesterfield, Missouri	$389K	+$24.5K	1	0.22%	Increased
1095	AT Arden Trust Wilmington, Delaware	$388K	-$352K	1	0.07%	Reduced
1096	BFC Blue Fin Capital Warren, Rhode Island	$382K	-$26.8K	1	0.23%	Reduced
1097	SW SVB Wealth Boston, Massachusetts	$382K	-$2.76M	1	0.02%	Reduced
1098	TEC Tiger Eye Capital Nashville, Tennessee	$382K	$0	1	0.16%	Maintained
1099	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$381K	$0	1	0.08%	Maintained
1100	PIA Pinion Investment Advisors Wichita, Kansas	$380K	+$57.3K	1	0.8%	Increased