← 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
1376
CIM
CIM Investment Management
Pennsylvania
$1.34M +$161K 3 0.32% Increased
1377
DWT
Dorsey & Whitney Trust
South Dakota
$1.34M -$24.4K 3 0.07% Reduced
1378
GCCM
Gate City Capital Management
Illinois
$1.33M -$867K 1 0.35% Reduced
1379
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$1.33M +$55.5K 1 0.03% Increased
1380
SRS
Strong Retirement Solutions
Washington
$1.33M +$157K 1 0.8% Increased
1381
ONST
Old North State Trust
North Carolina
$1.32M +$37K 1 0.68% Increased
1382
AIM
Allen Investment Management
New York
$1.32M -$353K 1 0.02% Reduced
1383
3IP
3Chopt Investment Partners
Virginia
$1.32M -$311K 1 0.25% Reduced
1384
WC
Waterloo Capital
Texas
$1.31M +$755K 3 0.07% Increased
1385
LIM
Leavell Investment Management
Alabama
$1.31M -$226K 4 0.05% Reduced
1386
KA
Kovack Advisors
Florida
$1.31M +$60.1K 2 0.06% Increased
1387
DM
Delphi Management
Massachusetts
$1.3M +$3.41K 1 1.27% Increased
1388
PK
Pflug Koory
Nebraska
$1.3M $0 1 0.52% Maintained
1389
OL
Optas LLC
Texas
$1.3M +$425K 4 0.18% Increased
1390
WF
WinCap Financial
Massachusetts
$1.29M +$86.8K 1 0.7% Increased
1391
KA
Kerrisdale Advisers
Florida
$1.29M -$222K 1 0.32% Reduced
1392
AIM
Ausbil Investment Management
Australia
$1.29M -$72.8K 2 0.58% Reduced
1393
RPCONE
Retirement Planning Company of New England
Rhode Island
$1.29M -$11.9K 2 0.46% Reduced
1394
SIA
SkyView Investment Advisors
New Jersey
$1.29M -$1.45M 1 1.01% Reduced
1395
1WM
1900 Wealth Management
Texas
$1.28M +$89.8K 1 0.07% Increased
1396
MBAM
Mink Brook Asset Management
Florida
$1.28M $0 1 0.56% Maintained
1397
GM
GeoWealth Management
Illinois
$1.27M -$123K 3 0.04% Reduced
1398
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$1.27M +$105K 1 0.04% Increased
1399
GBFG
Gerald Baker Financial Group
Texas
$1.27M -$88.8K 1 0.36% Reduced
1400
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$1.26M -$1.15M 5 0.03% Reduced