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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	DMKJ David M. Knott Jr	$928K	$0	2	0.39%	Maintained
1177	Petrus Trust Company Dallas, Texas	$926K	+$1M	4	0.13%	New
1178	Old National Bancorp Evansville, Indiana	$925K	+$681K	1	0.03%	Increased
1179	Avantax Advisory Services Dallas, Texas	$923K	-$160K	3	0.01%	Reduced
1180	Abacus Planning Group Columbia, South Carolina	$917K	-$16.3K	1	0.27%	Reduced
1181	ADIM Alpha DNA Investment Management Columbia, Maryland	$916K	-$87.5K	1	0.78%	Reduced
1182	ED Exane Derivatives Paris, France	$911K	-$513K	4	0.52%	Reduced
1183	DF Dent & Co Baltimore, Maryland	$902K	+$1.09M	1	0.01%	New
1184	SF Symphony Financial Houston, Texas	$897K	+$48.8K	1	0.27%	Increased
1185	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$895K	+$19.3K	3	0.06%	Increased
1186	Quent Capital New York	$895K	+$105K	7	0.19%	Increased
1187	Tocqueville Asset Management New York	$894K	-$259K	2	0.02%	Reduced
1188	Delta Investment Management San Francisco, California	$892K	$0	1	0.41%	Maintained
1189	Lake Street Advisors Group Portsmouth, New Hampshire	$892K	+$947K	1	0.06%	New
1190	PFT Providence First Trust Scottsdale, Arizona	$888K	$0	2	0.5%	Maintained
1191	Deltec Asset Management New York	$885K	$0	1	0.21%	Maintained
1192	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$882K	$0	1	0.37%	Maintained
1193	Wedbush Securities Los Angeles, California	$882K	-$130K	2	0.05%	Reduced
1194	Cetera Advisors Denver, Colorado	$875K	-$38.9K	2	0.02%	Reduced
1195	Benjamin F. Edwards & Company St. Louis, Missouri	$863K	+$89.6K	4	0.04%	Increased
1196	IEQ Capital Foster City, California	$863K	-$39.6K	3	0.03%	Reduced
1197	JB Capital Wethersfield, Connecticut	$862K	+$48.4K	1	0.09%	Increased
1198	EAM Investors Solana Beach, California	$854K	-$2.9M	1	0.21%	Reduced
1199	Profund Advisors Bethesda, Maryland	$853K	-$1.41M	4	0.05%	Reduced
1200	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$853K	+$60.3K	2	0.58%	Increased