← 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
1351
Stephens Inc
Stephens Inc
Arkansas
$1.43M +$4.77K 4 0.02% Increased
1352
OFW
Omnia Family Wealth
Florida
$1.42M -$182K 4 0.38% Reduced
1353
VCP
Verus Capital Partners
Arizona
$1.42M +$699K 3 0.08% Increased
1354
GFP
Gryphon Financial Partners
Ohio
$1.42M +$131K 2 0.12% Increased
1355
IA
Inspire Advisors
Idaho
$1.42M -$878K 3 0.1% Reduced
1356
VAM
Verity Asset Management
North Carolina
$1.4M +$39K 1 0.53% Increased
1357
CTC
Cetera Trust Company
Minnesota
$1.4M -$133K 4 0.7% Reduced
1358
OFI Invest Asset Management
OFI Invest Asset Management
France
$1.4M +$372K 1 0.01% Increased
1359
NERM
New England Research & Management
Illinois
$1.39M -$3.59M 2 0.54% Reduced
1360
IP
Intellectus Partners
California
$1.38M -$5.97K 1 0.24% Reduced
1361
SAM
Sawgrass Asset Management
Florida
$1.38M -$31K 1 0.18% Reduced
1362
TCWA
Turtle Creek Wealth Advisors
Texas
$1.38M -$5.08M 4 0.07% Reduced
1363
ACM
Alpha Capital Management
Texas
$1.37M $0 1 0.18% Maintained
1364
PVM
Palogic Value Management
Texas
$1.37M +$6.72K 1 0.45% Increased
1365
WCM
Washington Capital Management
Washington
$1.37M +$1.21M 1 0.91% New
1366
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.37M +$552K 2 0.55% Increased
1367
BLC
Brown, Lisle/Cummings
Rhode Island
$1.37M -$44.6K 4 0.31% Reduced
1368
CC
Carlson Capital
Texas
$1.36M -$8.14K 1 0.28% Reduced
1369
Savvy Advisors Inc
Savvy Advisors Inc
New York
$1.36M +$88.3K 3 0.03% Increased
1370
DGM
Delta Global Management
New York
$1.36M -$673K 1 0.15% Reduced
1371
RRA
Round Rock Advisors
Connecticut
$1.35M -$107K 2 0.17% Reduced
1372
Sit Investment Associates
Sit Investment Associates
Minnesota
$1.35M +$381K 1 0.03% Increased
1373
OGC
One68 Global Capital
New York
$1.35M -$59.7K 2 2.85% Reduced
1374
EWM
Evergreen Wealth Management
Michigan
$1.34M +$483K 1 0.63% Increased
1375
World Investment Advisors
World Investment Advisors
California
$1.34M -$244K 4 0.02% Reduced