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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
1126	ST Sentinel Trust Houston, Texas	$299K	$0	1	0.05%	Maintained
1127	PK Pflug Koory Omaha, Nebraska	$298K	-$6.64K	1	0.25%	Reduced
1128	SM Salzhauer Michael	$298K	$0	1	0.13%	Maintained
1129	HCMT Highland Capital Management (Texas) Dallas, Texas	$295K	+$278K	1	0.01%	New
1130	Check Capital Management Costa Mesa, California	$293K	+$281K	1	0.02%	New
1131	PTC Private Trust Company Cleveland, Ohio	$292K	-$9.15K	1	0.06%	Reduced
1132	Vident Investment Advisory Alpharetta, Georgia	$292K	-$85.7K	1	0.02%	Reduced
1133	Gratus Capital Atlanta, Georgia	$290K	$0	1	0.04%	Maintained
1134	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$290K	$0	1	0.2%	Maintained
1135	COI Connable Office Inc Kalamazoo, Michigan	$288K	+$271K	1	0.06%	New
1136	TIAA FSB Jacksonville, Florida	$286K	+$272K	1	0%	New
1137	TSS Two Sigma Securities New York	$286K	-$1.77M	2	0.05%	Reduced
1138	OC Oakworth Capital Birmingham, Alabama	$279K	$0	2	0.08%	Maintained
1139	DG Davidson & Garrard Lynchburg, Virginia	$277K	$0	1	0.07%	Maintained
1140	WCA Westover Capital Advisors Wilmington, Delaware	$276K	+$263K	1	0.18%	New
1141	DI Diligent Investors Redlands, California	$271K	$0	1	0.19%	Maintained
1142	HRT Financial New York	$269K	-$298K	1	0.43%	Reduced
1143	OAM Occidental Asset Management Burlingame, California	$269K	+$260K	1	0.16%	New
1144	Wealthspire Advisors (Maryland) Potomac, Maryland	$269K	+$97.7K	11	0.03%	Increased
1145	GC Garde Capital Seattle, Washington	$265K	+$251K	1	0.07%	New
1146	Mesirow Financial Investment Management Chicago, Illinois	$265K	+$247K	1	1.25%	New
1147	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$264K	-$255K	6	0%	Reduced
1148	WIP Wellesley Investment Partners Wellesley, Massachusetts	$263K	$0	1	0.11%	Maintained
1149	PL Parkwood LLC Cleveland, Ohio	$260K	-$83.4K	1	0.04%	Reduced
1150	Cannell & Spears New York	$259K	-$430K	1	0.03%	Reduced