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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
1176	Allworth Financial Folsom, California	$47K	+$9.41K	4	0%	Increased
1177	IDBONY Israel Discount Bank of New York New York	$47K	-$39.2K	1	0.04%	Reduced
1178	PCTC Perkins Coie Trust Company Seattle, Washington	$47K	$0	1	0.03%	Maintained
1179	Gradient Investments Arden Hills, Minnesota	$45K	$0	2	0%	Maintained
1180	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$45K	-$6.75K	9	0.02%	Reduced
1181	HCM Herndon Capital Management Atlanta, Georgia	$44K	-$20.1K	1	0.01%	Reduced
1182	DIA Davidson Investment Advisors Great Falls, Montana	$41K	-$7.54M	1	0.01%	Reduced
1183	HFM Hartford Financial Management Hartford, Connecticut	$40K	$0	1	0.02%	Maintained
1184	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$40K	+$37.2K	1	0%	New
1185	LCM Legato Capital Management San Francisco, California	$37K	$0	1	0.04%	Maintained
1186	WCMNY Westchester Capital Management (New York) Valhalla, New York	$36K	+$32.8K	1	0%	New
1187	Wolverine Asset Management Chicago, Illinois	$36K	-$417K	1	0%	Reduced
1188	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$35K	$0	4	0.01%	Maintained
1189	RCG Ruggie Capital Group Tavares, Florida	$35K	$0	2	0.03%	Maintained
1190	TCI Wealth Advisors Tucson, Arizona	$35K	+$9.88K	10	0.02%	Increased
1191	GAM Gemmer Asset Management Walnut Creek, California	$34K	$0	4	0.02%	Maintained
1192	Simon Quick Advisors Morristown, New Jersey	$34K	$0	1	0.02%	Maintained
1193	MUS Mitsubishi UFJ Securities Tokyo, Japan	$33K	-$30.7K	2	0.18%	Reduced
1194	CHP Cable Hill Partners Portland, Oregon	$32K	+$12.8K	2	0.02%	Increased
1195	ED Exane Derivatives Paris, France	$31.6K	+$27.3K	5	0.01%	Increased
1196	JCM Jacobi Capital Management Pittston, Pennsylvania	$29K	+$12.4K	5	0.01%	Increased
1197	LF Lee Financial Dallas, Texas	$29K	+$2.17K	3	0.01%	Increased
1198	AP Advisors Preferred Rockville, Maryland	$28K	+$26.2K	2	0.01%	New
1199	FCMT Founders Capital Management (Texas) Houston, Texas	$28K	+$26K	2	0.03%	New
1200	KPCM Kings Point Capital Management Great Neck, New York	$28K	$0	1	0.01%	Maintained