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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
1151	CG Cynosure Group Salt Lake City, Utah	$426K	+$452K	1	0.2%	New
1152	VCM Versant Capital Management Phoenix, Arizona	$422K	-$36.8K	15	0.19%	Reduced
1153	Bridges Investment Management Omaha, Nebraska	$420K	-$41.2K	1	0.02%	Reduced
1154	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$416K	-$162K	1	0.18%	Reduced
1155	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$413K	$0	1	0.14%	Maintained
1156	DI Diligent Investors Redlands, California	$410K	$0	1	0.2%	Maintained
1157	BAM Boyar Asset Management New York	$405K	+$102	1	0.3%	Increased
1158	HS HighVista Strategies Boston, Massachusetts	$404K	+$385K	1	0.21%	New
1159	Meridian Wealth Management Lexington, Kentucky	$402K	+$397K	1	0.16%	New
1160	SSA South Street Advisors New York	$400K	-$3.65M	1	0.12%	Reduced
1161	KAM Kazazian Asset Management Fort Lauderdale, Florida	$398K	-$40.8K	1	0.47%	Reduced
1162	EMG ETF Managers Group Summit, New Jersey	$396K	+$144K	2	0.01%	Increased
1163	HC Hourglass Capital Houston, Texas	$396K	$0	1	0.11%	Maintained
1164	Lasalle Investment Management Securities Baltimore, Maryland	$396K	-$43.4K	1	0.01%	Reduced
1165	RE RBC Europe London, United Kingdom	$393K	-$32.1K	2	0.04%	Reduced
1166	IIM Ironwood Investment Management Boston, Massachusetts	$392K	-$221	1	0.31%	Reduced
1167	RA RMR Advisors Newton, Massachusetts	$391K	$0	1	0.14%	Maintained
1168	CPO Cerity Partners OCIO New York	$389K	-$93.1K	1	0.02%	Reduced
1169	LWM Liberty Wealth Management Oakland, California	$388K	-$10.4K	3	0.34%	Reduced
1170	COI Connable Office Inc Kalamazoo, Michigan	$382K	$0	1	0.07%	Maintained
1171	LWM Lenox Wealth Management Cincinnati, Ohio	$380K	+$379K	1	0.11%	New
1172	EGA E&G Advisors Houston, Texas	$378K	+$36.1K	1	0.16%	Increased
1173	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$376K	$0	1	0.08%	Maintained
1174	BFC Blue Fin Capital Warren, Rhode Island	$374K	-$60.7K	1	0.19%	Reduced
1175	Smithfield Trust Pittsburgh, Pennsylvania	$369K	-$4.6K	5	0.04%	Reduced