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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
1401	BG Benedetti & Gucer Atlanta, Georgia	$494K	-$251K	1	0.36%	Reduced
1402	KFP KB Financial Partners Princeton, New Jersey	$494K	-$36.7K	2	0.17%	Reduced
1403	RRA Round Rock Advisors Wilton, Connecticut	$489K	$0	1	0.2%	Maintained
1404	ASFA All Season Financial Advisors Denver, Colorado	$486K	+$463K	1	0.43%	New
1405	IIM Ironwood Investment Management Boston, Massachusetts	$486K	-$25.9K	1	0.32%	Reduced
1406	OAM Oak Asset Management Westlake Village, California	$483K	$0	1	0.22%	Maintained
1407	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$483K	$0	1	0.36%	Maintained
1408	F F3Logic Burnsville, Minnesota	$481K	-$105K	1	0.1%	Reduced
1409	GBS Gallagher Benefit Services Rolling Meadows, Illinois	$481K	+$458K	1	0.1%	New
1410	N Numerai San Francisco, California	$481K	+$443K	1	0.33%	New
1411	LCM Lattice Capital Management Kirkland, Washington	$480K	+$2.21K	1	0.08%	Increased
1412	B Bellecapital Zurich, Switzerland	$477K	-$12.4K	1	0.13%	Reduced
1413	Marex Group London,	$474K	+$426K	1	0.07%	New
1414	HCM Hollencrest Capital Management Newport Beach, California	$472K	+$194K	11	0.06%	Increased
1415	NAG Northstar Advisory Group Northfield, New Jersey	$471K	+$434K	1	0.37%	New
1416	GIM Groesbeck Investment Management Paramus, New Jersey	$471K	+$138K	1	0.79%	Increased
1417	MIAS Mason Investment Advisory Services Reston, Virginia	$468K	$0	1	0.05%	Maintained
1418	SFI Siemens Fonds Invest Munich, Germany	$467K	-$77.7K	2	0.05%	Reduced
1419	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$465K	-$2.69K	1	0.1%	Reduced
1420	HBT Heartland Bank & Trust Bloomington, Illinois	$465K	-$6.24K	1	0.34%	Reduced
1421	BA Birinyi Associates Westport, Connecticut	$461K	-$110K	1	0.22%	Reduced
1422	JIR James Investment Research Alpha, Ohio	$461K	-$8K	3	0.06%	Reduced
1423	CP Covenant Partners Nashville, Tennessee	$461K	$0	1	0.19%	Maintained
1424	Smithfield Trust Pittsburgh, Pennsylvania	$460K	-$22.4K	8	0.03%	Reduced
1425	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$459K	$0	1	0.07%	Maintained