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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	RA RMR Advisors Newton, Massachusetts	$357K	$0	1	0.13%	Maintained
1177	CCP Cyrus Capital Partners New York	$356K	+$367K	1	0.03%	New
1178	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$355K	+$16.2K	1	0.06%	Increased
1179	SFG Sather Financial Group Victoria, Texas	$350K	$0	1	0.08%	Maintained
1180	SPM Symmetry Peak Management Radnor, Pennsylvania	$350K	+$288K	1	0.07%	New
1181	OC Oppenheimer & Close New York	$346K	$0	1	0.32%	Maintained
1182	LCM Lucas Capital Management Red Bank, New Jersey	$341K	+$2.36K	1	0.32%	Increased
1183	NewEdge Advisors New Orleans, Louisiana	$335K	-$171K	1	0.03%	Reduced
1184	AP Arlington Partners Birmingham, Alabama	$333K	$0	1	0.31%	Maintained
1185	Glenview Trust Louisville, Kentucky	$332K	$0	1	0.02%	Maintained
1186	MC Miles Capital West Des Moines, Iowa	$332K	$0	1	0.2%	Maintained
1187	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$331K	$0	1	0.25%	Maintained
1188	MUFG Americas New York	$331K	+$89K	8	0.01%	Increased
1189	OAM Occidental Asset Management Burlingame, California	$331K	+$10.4K	1	0.18%	Increased
1190	COI Connable Office Inc Kalamazoo, Michigan	$329K	$0	1	0.07%	Maintained
1191	GC Garde Capital Seattle, Washington	$329K	$0	1	0.06%	Maintained
1192	Dakota Wealth Management Palm Beach Gardens, Florida	$326K	+$336K	1	0.09%	New
1193	Wealthspire Advisors (Maryland) Potomac, Maryland	$324K	-$2.48K	17	0.03%	Reduced
1194	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$319K	$0	1	0.18%	Maintained
1195	PIA Pinion Investment Advisors Wichita, Kansas	$315K	+$9.93K	1	0.61%	Increased
1196	PAM Private Asset Management San Diego, California	$315K	-$216K	1	0.05%	Reduced
1197	GJIC Gamble Jones Investment Counsel Pasadena, California	$312K	+$321K	1	0.03%	New
1198	WTB Washington Trust Bank Spokane, Washington	$311K	-$9.18K	3	0.04%	Reduced
1199	QOP Quinn Opportunity Partners Charlottesville, Virginia	$310K	+$75.5K	1	0.04%	Increased
1200	FPS Fieldpoint Private Securities Greenwich, Connecticut	$309K	-$16K	2	0.12%	Reduced