← 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
1676
Wolverine Asset Management
Wolverine Asset Management
Illinois
$601K -$3.39M 2 0.01% Reduced
1677
VF
Vista Finance
Missouri
$601K -$26.1K 2 0.34% Reduced
1678
FC
Farringdon Capital
United Kingdom
$600K -$5.61M 1 0.3% Reduced
1679
BFA
Brown Financial Advisors
Ohio
$599K -$4.55K 1 0.21% Reduced
1680
HC
Hurley Capital
New York
$595K -$35.2K 1 0.31% Reduced
1681
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$595K -$29.8K 1 0.02% Reduced
1682
PBO
Peoples Bank (Ohio)
Ohio
$595K -$3.73K 1 0.31% Reduced
1683
AGM
Alpine Global Management
New York
$592K -$358K 1 0.1% Reduced
1684
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$587K +$26K 4 0.06% Increased
1685
BPAMU
BTG Pactual Asset Management US
New York
$586K +$544K 2 0.04% New
1686
Krane Funds Advisors
Krane Funds Advisors
New York
$586K -$26.6K 1 0.02% Reduced
1687
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$585K -$13.3K 2 0.03% Reduced
1688
TCOO
Trust Company of Oklahoma
Oklahoma
$585K -$12.7K 2 0.15% Reduced
1689
APCM
Arbiter Partners Capital Management
New York
$585K +$83.6K 2 0.3% Increased
1690
JTWM
Jackson Thornton Wealth Management
Alabama
$581K +$264K 2 0.05% Increased
1691
CWM
Centric Wealth Management
Illinois
$580K $0 1 0.09% Maintained
1692
CCA
Cypress Capital Advisors
Tennessee
$579K +$500K 1 0.24% New
1693
PCM
Pavaki Capital Management
Colorado
$577K $0 1 0.2% Maintained
1694
MAG
MRA Advisory Group
New Jersey
$576K +$500K 1 0.21% New
1695
CWA
Canvas Wealth Advisors
Kansas
$575K +$509K 1 0.08% New
1696
CRI
Commonwealth Retirement Investments
Virginia
$574K -$2.01M 3 0.16% Reduced
1697
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$574K -$7.29K 1 0% Reduced
1698
TC
TwinBeech Capital
New York
$571K -$7.57M 2 0.1% Reduced
1699
BWA
Basecamp Wealth Advisors
Washington
$569K -$8.21K 14 0.11% Reduced
1700
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$566K -$69.9K 1 0.01% Reduced