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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
1226	DCM Delpha Capital Management New York	$318K	+$303K	12	0.35%	New
1227	HP Hikari Power Tokyo, Japan	$316K	$0	1	0.04%	Maintained
1228	CCB Cutter & Co Brokerage Ballwin, Missouri	$315K	+$11.9K	1	0.13%	Increased
1229	Greenleaf Trust Kalamazoo, Michigan	$313K	+$218K	3	0.01%	Increased
1230	SIM SSI Investment Management Los Angeles, California	$312K	+$290K	1	0.03%	New
1231	MUFG Americas New York	$309K	+$11.5K	8	0.01%	Increased
1232	PWA Peterson Wealth Advisors Orem, Utah	$309K	+$287K	1	0.28%	New
1233	Check Capital Management Costa Mesa, California	$308K	-$9.36K	1	0.02%	Reduced
1234	BA BKS Advisors Southfield, Michigan	$305K	-$5.68K	1	0.11%	Reduced
1235	CA Calton & Associates Tampa, Florida	$305K	+$273K	7	0.08%	New
1236	BAM Barrett Asset Management New York	$304K	-$7.52K	1	0.02%	Reduced
1237	SWM SeaCrest Wealth Management Purchase, New York	$304K	+$281K	10	0.06%	New
1238	CFA Carroll Financial Associates Charlotte, North Carolina	$300K	+$3.93K	5	0.03%	Increased
1239	Quadrant Capital Group Cincinnati, Ohio	$300K	-$23.1K	15	0.12%	Reduced
1240	FPF FNY Partners Fund New York	$299K	+$232K	1	0.05%	Increased
1241	Merit Financial Group Alpharetta, Georgia	$294K	+$273K	1	0.06%	New
1242	Waratah Capital Advisors Toronto, Ontario, Canada	$293K	-$216K	1	0.03%	Reduced
1243	AI ArchPoint Investors Coral Gables, Florida	$292K	+$50.6K	1	0.09%	Increased
1244	FPFS First Personal Financial Services Charlotte, North Carolina	$292K	+$146K	7	0.06%	Increased
1245	Everett Harris & Co Los Angeles, California	$291K	$0	1	0.01%	Maintained
1246	LC Lourd Capital Beverly Hills, California	$290K	+$292K	1	0.02%	New
1247	AFG Albion Financial Group Salt Lake City, Utah	$288K	-$35.8K	1	0.04%	Reduced
1248	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$288K	-$55.2K	1	0.1%	Reduced
1249	OA Oxbow Advisors Austin, Texas	$288K	-$14.3K	1	0.05%	Reduced
1250	MassMutual Private Wealth & Trust Windsor, Connecticut	$288K	+$4.29K	4	0.02%	Increased