← 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	SWM Sugarloaf Wealth Management Duluth, Georgia	$159K	-$53K	6	0.04%	Reduced
1802	SAG Spotlight Asset Group Oakbrook Terrace, Illinois	$156K	-$11.7K	2	0.14%	Reduced
1803	MHR Matthew Hamilton Rosenberg	$151K	+$12.7K	3	0.05%	Increased
1804	OP ORG Partners Roanoke, Indiana	$148K	-$396K	4	0.04%	Reduced
1805	TIM Tortoise Investment Management White Plains, New York	$143K	+$599	5	0.02%	Increased
1806	TAM Tucker Asset Management Littleton, Colorado	$142K	+$156K	4	0.04%	Increased
1807	GFPC Global Financial Private Client Sarasota, Florida	$141K	$0	3	0.07%	Maintained
1808	TCPG Trivant Custom Portfolio Group San Diego, California	$133K	-$65.9K	1	0.1%	Reduced
1809	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$133K	-$2.26K	1	0.06%	Reduced
1810	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$132K	+$155K	1	0.04%	New
1811	FPF First Pacific Financial Vancouver, Washington	$130K	+$141K	3	0.06%	New
1812	Hillsdale Investment Management Toronto, Ontario, Canada	$129K	+$135K	2	0.01%	New
1813	HCM Highlander Capital Management Short Hills, New Jersey	$128K	+$7.18K	3	0.05%	Increased
1814	DMKJ David M. Knott Jr	$126K	$0	1	0.05%	Maintained
1815	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$125K	-$8.6K	1	0.06%	Reduced
1816	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$124K	$0	1	0.07%	Maintained
1817	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$122K	-$248K	1	0.11%	Reduced
1818	Farmers & Merchants Investments Inc Lincoln, Nebraska	$119K	-$1.75K	16	0%	Reduced
1819	JGUA John G. Ullman & Associates Corning, New York	$118K	+$3.39K	1	0.02%	Increased
1820	BL BFSG LLC Irvine, California	$116K	+$121K	1	0.02%	New
1821	MAM Marquette Asset Management Minneapolis, Minnesota	$115K	-$5.66K	2	0.03%	Reduced
1822	SA SRH Advisors Salina, Kansas	$115K	$0	2	0.06%	Maintained
1823	CIM Chiron Investment Management New York	$114K	$0	1	0.05%	Maintained
1824	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$113K	+$118K	1	0.1%	New
1825	DFA DHJJ Financial Advisors Naperville, Illinois	$112K	+$119K	5	0.06%	New