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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	CCT Country Club Trust Kansas City, Missouri	$458K	-$16.4K	1	0.05%	Reduced
1127	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$454K	$0	1	0.08%	Maintained
1128	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$454K	+$162K	4	0.04%	Increased
1129	IRF IBM Retirement Fund Armonk, New York	$453K	-$81.4K	2	0.1%	Reduced
1130	FDS First Dallas Securities Dallas, Texas	$450K	-$113K	1	0.28%	Reduced
1131	GCMG Gyroscope Capital Management Group Naples, Florida	$449K	+$80.7K	1	0.18%	Increased
1132	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$444K	+$455K	1	0.12%	New
1133	ET Equitable Trust Nashville, Tennessee	$444K	+$233K	1	0.05%	Increased
1134	DC Diametric Capital Boston, Massachusetts	$443K	-$1.04M	1	0.39%	Reduced
1135	Forvis Mazars Wealth Advisors Springfield, Missouri	$441K	-$42.9K	1	0.04%	Reduced
1136	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$441K	-$164K	1	0.02%	Reduced
1137	HH Hilltop Holdings Dallas, Texas	$439K	+$223K	2	0.09%	Increased
1138	RFG Advisory Birmingham, Alabama	$439K	+$31.2K	1	0.12%	Increased
1139	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$437K	-$1.14K	1	0.14%	Reduced
1140	Tokio Marine Asset Management Tokyo, Japan	$435K	-$264K	1	0.08%	Reduced
1141	KFA Kelleher Financial Advisors New York	$426K	$0	2	0.55%	Maintained
1142	Parallel Advisors San Francisco, California	$424K	-$512K	15	0.05%	Reduced
1143	CI Chartist Inc Seal Beach, California	$424K	+$1.6K	2	0.19%	Increased
1144	Guardian Capital (Canada) Toronto, Ontario, Canada	$423K	-$9.98M	1	0.01%	Reduced
1145	AI ArchPoint Investors Coral Gables, Florida	$420K	$0	1	0.11%	Maintained
1146	RCM Radnor Capital Management Wayne, Pennsylvania	$418K	+$13.1K	1	0.13%	Increased
1147	PM Parametrica Management Wanchai, Hong Kong	$415K	-$76.2K	1	0.91%	Reduced
1148	IIM Ironwood Investment Management Boston, Massachusetts	$413K	-$44	1	0.29%	Reduced
1149	AWA Arete Wealth Advisors Chicago, Illinois	$409K	-$3.43M	2	0.09%	Reduced
1150	MC Miles Capital West Des Moines, Iowa	$406K	+$1.39K	1	0.33%	Increased