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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
1601	OTL Oak Thistle LLC New York	$742K	-$8.78M	1	0.07%	Reduced
1602	PP Patron Partners Houston, Texas	$741K	+$243	1	0.29%	Increased
1603	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$737K	+$289K	2	0.07%	Increased
1604	Evercore Wealth Management New York	$737K	$0	1	0.01%	Maintained
1605	MBT Montecito Bank & Trust Santa Barbara, California	$735K	-$118K	2	0.11%	Reduced
1606	NB Nicolet Bankshares Green Bay, Wisconsin	$733K	-$313K	1	0.02%	Reduced
1607	MCM Monument Capital Management Alexandria, Virginia	$730K	+$243	1	0.15%	Increased
1608	WBCM Wilson & Boucher Capital Management Moraga, California	$727K	-$54.5K	1	0.43%	Reduced
1609	SL Summitry LLC Foster City, California	$727K	+$104K	3	0.02%	Increased
1610	UF Univest Financial Souderton, Pennsylvania	$724K	-$34.6K	1	0.04%	Reduced
1611	JAFL Jay A. Fishman Ltd Troy, Michigan	$724K	-$715K	1	0.06%	Reduced
1612	CPW Crestmont Private Wealth Houston, Texas	$722K	+$95.3K	1	0.2%	Increased
1613	EIP Essential Investment Partners Englewood, Colorado	$721K	$0	2	0.58%	Maintained
1614	FHC Forest Hill Capital Little Rock, Arkansas	$714K	$0	1	0.55%	Maintained
1615	FC FCA Corp Houston, Texas	$713K	$0	2	0.18%	Maintained
1616	OF Optimize Financial Laguna Hills, California	$712K	-$2.13K	1	0.26%	Reduced
1617	SCS Sound Capital Solutions Naples, Florida	$712K	+$615K	1	0.17%	New
1618	FFA Fi3 Financial Advisors Indianapolis, Indiana	$711K	+$366K	1	0.17%	Increased
1619	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$709K	+$25.4K	1	0.03%	Increased
1620	LCGC Legacy Capital Group California Los Gatos, California	$708K	-$13.9K	1	0.21%	Reduced
1621	JWCA J.W. Cole Advisors Tampa, Florida	$702K	+$323K	2	0.01%	Increased
1622	BA Ballew Advisors Jackson, Mississippi	$702K	$0	1	0.36%	Maintained
1623	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$701K	$0	1	0.1%	Maintained
1624	NorthRock Partners Minneapolis, Minnesota	$697K	+$530K	2	0.01%	Increased
1625	HPBT Hickory Point Bank & Trust Decatur, Illinois	$696K	$0	2	0.42%	Maintained