← 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
1301
ERIM
Eagle Ridge Investment Management
Connecticut
$209K -$38.5K 1 0.03% Reduced
1302
KA
Kovack Advisors
Florida
$207K -$414K 1 0.05% Reduced
1303
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$207K $0 1 0.01% Maintained
1304
HC
Hamilton Capital
Ohio
$206K $0 1 0.08% Maintained
1305
KAM
Kazazian Asset Management
Florida
$206K -$18.9K 1 0.22% Reduced
1306
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$205K $0 1 0.06% Maintained
1307
PAM
Paradigm Asset Management
New York
$204K $0 3 0.06% Maintained
1308
SC
SRB Corp
Massachusetts
$202K -$165K 1 0.03% Reduced
1309
AWM
Altium Wealth Management
New York
$200K +$192K 1 0.08% New
1310
ECM
Estabrook Capital Management
New York
$198K $0 2 0.03% Maintained
1311
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$198K -$435K 3 0% Reduced
1312
ARMT
Amica Retiree Medical Trust
Rhode Island
$194K -$37.2K 4 0.17% Reduced
1313
VIA
Vantage Investment Advisors
Pennsylvania
$193K +$87K 4 0.05% Increased
1314
SAS
Stelac Advisory Services
New York
$189K +$40.8K 1 0.06% Increased
1315
KTC
Kistler-Tiffany Companies
Pennsylvania
$188K +$9.55K 3 0.08% Increased
1316
PCG
Private Capital Group
Connecticut
$184K -$88.5K 11 0.04% Reduced
1317
MM
Midas Management
New York
$180K $0 1 0.08% Maintained
1318
ZCM
Zebra Capital Management
Connecticut
$170K +$170K 1 0.06% New
1319
FPF
FNY Partners Fund
New York
$169K -$112K 1 0.09% Reduced
1320
WAP
Wealthcare Advisory Partners
Pennsylvania
$168K +$31.1K 6 0.04% Increased
1321
AWM
AllSquare Wealth Management
New York
$167K -$840 2 0.13% Reduced
1322
PS
Pensionfund Sabic
Netherlands
$161K +$159K 1 0.05% New
1323
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$159K +$169K 2 0.06% New
1324
MCM
Manchester Capital Management
Vermont
$157K $0 4 0.03% Maintained
1325
SPL
Smart Portfolios LLC
Washington
$151K +$137K 1 0.1% New