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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
1351	APCM Arbiter Partners Capital Management New York	$786K	$0	1	1%	Maintained
1352	CBC Coombe, Bender & Co Ellenville, New York	$781K	+$5.79K	1	0.59%	Increased
1353	Perkins Coie Trust Company Seattle, Washington	$778K	+$866K	2	0.22%	New
1354	Cornerstone Investment Partners Atlanta, Georgia	$775K	-$266K	3	0.05%	Reduced
1355	Washington Trust Westerly, Rhode Island	$775K	-$139K	5	0.03%	Reduced
1356	Corsair Capital Management New York	$772K	-$92	2	0.27%	Reduced
1357	AR Apeiron RIA Dallas, Texas	$768K	$0	1	0.26%	Maintained
1358	Canandaigua National Bank & Trust Canandaigua, New York	$765K	-$1.1M	1	0.12%	Reduced
1359	Confluence Wealth Services Mcmurray, Pennsylvania	$762K	+$279K	1	0.15%	Increased
1360	HC Hourglass Capital Houston, Texas	$759K	$0	1	0.27%	Maintained
1361	AC Aristides Capital Louisville, Kentucky	$757K	-$332K	1	0.33%	Reduced
1362	Versant Capital Management Phoenix, Arizona	$754K	-$21.1K	16	0.24%	Reduced
1363	FF Friedenthal Financial Marlton, New Jersey	$750K	-$1.42M	1	0.51%	Reduced
1364	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$750K	-$1.16M	2	0.12%	Reduced
1365	Virtue Capital Management Brentwood, Tennessee	$750K	$0	1	0.13%	Maintained
1366	Sumitomo Life Insurance Tokyo, Japan	$748K	-$8.74K	1	0.02%	Reduced
1367	Avior Wealth Management Omaha, Nebraska	$747K	+$374K	13	0.05%	Increased
1368	Moloney Securities Asset Management Manchester, Missouri	$745K	+$430K	2	0.13%	Increased
1369	Maverick Capital Dallas, Texas	$745K	-$2.39M	1	0.02%	Reduced
1370	Koss-Olinger Consulting Gainesville, Florida	$743K	+$98.6K	2	0.11%	Increased
1371	Dendur Capital New York	$743K	$0	1	0.09%	Maintained
1372	SM Scoggin Management New York	$742K	-$310K	1	0.31%	Reduced
1373	INTECH Investment Management West Palm Beach, Florida	$742K	-$1.92M	2	0.01%	Reduced
1374	DM Diker Management New York	$742K	$0	2	0.66%	Maintained
1375	Sunbelt Securities Houston, Texas	$741K	+$248K	7	0.1%	Increased