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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
1451	Patient Capital Management Baltimore, Maryland	$1.11M	$0	1	0.04%	Maintained
1452	RB Richmond Brothers Jackson, Michigan	$1.11M	+$1.09M	1	0.58%	New
1453	CreativeOne Wealth Overland Park, Kansas	$1.11M	-$1.18M	3	0.02%	Reduced
1454	LGA Lebenthal Global Advisors Hauppauge, New York	$1.09M	+$39.5K	1	0.15%	Increased
1455	HIA Harbor Investment Advisory Lutherville, Maryland	$1.09M	+$13K	5	0.08%	Increased
1456	SFC SYM Financial Corp Winona Lake, Indiana	$1.08M	+$269K	3	0.09%	Increased
1457	HEM Henson-Edgewater Management Avon, Ohio	$1.08M	-$54.5K	1	0.56%	Reduced
1458	FBCM Fort Baker Capital Management Larkspur, California	$1.08M	+$908K	1	0.08%	New
1459	CB Centennial Bank Conway, Arkansas	$1.07M	$0	1	0.34%	Maintained
1460	AlTi Global New York	$1.07M	+$14.6K	1	0.02%	Increased
1461	LCM LDR Capital Management New York	$1.07M	+$1.02M	2	1.23%	New
1462	HighPoint Advisor Group Downers Grove, Illinois	$1.06M	-$25.6K	2	0.04%	Reduced
1463	YIA YHB Investment Advisors West Hartford, Connecticut	$1.06M	$0	2	0.07%	Maintained
1464	Blackstone Inc New York	$1.06M	-$2.84M	2	0%	Reduced
1465	RWM RKL Wealth Management Lancaster, Pennsylvania	$1.05M	-$34K	1	0.08%	Reduced
1466	AC Almitas Capital Santa Monica, California	$1.05M	$0	2	0.25%	Maintained
1467	Cornerstone Investment Partners Atlanta, Georgia	$1.05M	+$157K	3	0.04%	Increased
1468	HIC Holderness Investments Company Greensboro, North Carolina	$1.04M	-$30.8K	1	0.17%	Reduced
1469	FWP Falcon Wealth Planning Ontario, California	$1.04M	$0	1	0.07%	Maintained
1470	Perfromance Wealth Partners Hinsdale, Illinois	$1.04M	+$1.24K	1	0.03%	Increased
1471	YMRC Yorktown Management & Research Company Forest, Virginia	$1.04M	$0	2	0.64%	Maintained
1472	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.04M	+$128K	1	0.1%	Increased
1473	IAIM International Assets Investment Management Orlando, Florida	$1.04M	-$87.9K	13	0.06%	Reduced
1474	NW Naviter Wealth Little Rock, Arkansas	$1.04M	+$12.4K	2	0.09%	Increased
1475	MC Mirabaud & Cie Geneva, Switzerland	$1.02M	$0	1	0.41%	Maintained