← All themes Housing & Home Improvement

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
1201	COI Connable Office Inc Kalamazoo, Michigan	$299K	$0	1	0.06%	Maintained
1202	LC Lourd Capital Beverly Hills, California	$299K	+$298K	1	0.02%	New
1203	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$298K	+$311K	3	0.18%	New
1204	GJIC Gamble Jones Investment Counsel Pasadena, California	$296K	+$41.4K	1	0.03%	Increased
1205	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$296K	$0	1	0.15%	Maintained
1206	Glenview Trust Louisville, Kentucky	$295K	$0	1	0.02%	Maintained
1207	EWM Edge Wealth Management New York	$293K	$0	1	0.07%	Maintained
1208	MCM Marathon Capital Management Hunt Valley, Maryland	$292K	$0	1	0.11%	Maintained
1209	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$291K	+$299K	1	0.08%	New
1210	BAM Boyar Asset Management New York	$290K	+$307K	1	0.2%	New
1211	Dakota Wealth Management Palm Beach Gardens, Florida	$290K	+$252	1	0.07%	Increased
1212	Laird Norton Wetherby Wealth Management San Francisco, California	$290K	-$10.3K	1	0.04%	Reduced
1213	WCM Windward Capital Management Los Angeles, California	$288K	+$296K	1	0.04%	New
1214	SFG Sather Financial Group Victoria, Texas	$285K	$0	1	0.06%	Maintained
1215	Washington Trust Westerly, Rhode Island	$282K	-$159K	1	0.02%	Reduced
1216	PAM Private Asset Management San Diego, California	$280K	$0	1	0.04%	Maintained
1217	SCM SKBA Capital Management San Francisco, California	$278K	+$2.96K	1	0.04%	Increased
1218	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$277K	$0	2	0.04%	Maintained
1219	WTB Washington Trust Bank Spokane, Washington	$276K	+$7.82K	3	0.04%	Increased
1220	SL Signition LP New York	$272K	-$198K	1	0.14%	Reduced
1221	MCM Mainstay Capital Management Grand Blanc, Michigan	$269K	+$30.4K	3	0.17%	Increased
1222	SWM SeaCrest Wealth Management Purchase, New York	$267K	-$89.2K	10	0.05%	Reduced
1223	LC LCNB Corp Lebanon, Ohio	$266K	+$286K	1	0.19%	New
1224	UA Unison Advisors Washington, District of Columbia	$265K	$0	1	0.19%	Maintained
1225	SAM Seelaus Asset Management Chatham, New Jersey	$261K	$0	1	0.21%	Maintained