← 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
1801
CIC
Cornercap Investment Counsel
Georgia
$201K -$2.63M 1 0.04% Reduced
1802
MPPW
Mitchell & Pahl Private Wealth
Oklahoma
$201K -$91.9K 1 0.12% Reduced
1803
FIM
Fruth Investment Management
Texas
$200K +$181K 1 0.06% New
1804
WOSD
WFA of San Diego
California
$198K +$176K 1 0.19% New
1805
NRG
Nemes Rush Group
Michigan
$195K +$177K 5 0.03% New
1806
CIA
Capital Impact Advisors
Massachusetts
$192K +$52.8K 1 0.21% Increased
1807
CPA
Cowen Prime Advisors
New York
$191K $0 2 0.07% Maintained
1808
AIM
Acropolis Investment Management
Missouri
$180K +$109 1 0.01% Increased
1809
SAG
Spotlight Asset Group
Illinois
$175K +$155K 2 0.16% New
1810
WPWM
Western Pacific Wealth Management
Illinois
$169K +$40.3K 2 0.13% Increased
1811
Close Asset Management
Close Asset Management
United Kingdom
$165K $0 2 0.01% Maintained
1812
TIM
Tortoise Investment Management
New York
$160K +$45 4 0.02% Increased
1813
GFPC
Global Financial Private Client
Florida
$157K $0 3 0.08% Maintained
1814
MHR
Matthew Hamilton Rosenberg
$156K -$6.44K 3 0.05% Reduced
1815
IAA
Ironsides Asset Advisors
North Carolina
$155K $0 1 0.07% Maintained
1816
DMKJ
David M. Knott Jr
$151K $0 1 0.06% Maintained
1817
RCM
Raleigh Capital Management
North Carolina
$146K +$73.6K 9 0.07% Increased
1818
WP
WealthPLAN Partners
Nebraska
$146K -$43.4K 7 0.02% Reduced
1819
GJIA
Glass Jacobson Investment Advisors
Maryland
$142K +$130K 2 0.07% New
1820
GTAM
Global Trust Asset Management
Florida
$142K +$19.7K 1 0.06% Increased
1821
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$140K $0 1 0.07% Maintained
1822
CSPIA
Cary Street Partners Investment Advisory
Virginia
$135K -$11.9K 6 0.01% Reduced
1823
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$132K -$6.11K 16 0.01% Reduced
1824
CAS
Coppell Advisory Solutions
Texas
$132K +$116K 5 0.04% New
1825
JGUA
John G. Ullman & Associates
New York
$132K -$844K 1 0.02% Reduced