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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
1826	SC Schubert & Co Mckinney, Texas	$408K	-$24.9K	1	0.28%	Reduced
1827	PFM Premier Fund Managers Guildford, United Kingdom	$407K	$0	1	0.04%	Maintained
1828	DI Disciplined Investors Waco, Texas	$407K	-$2.56K	1	0.2%	Reduced
1829	OpenArc Corporate Advisory Atlanta, Georgia	$405K	+$156K	2	0%	Increased
1830	BCM BTC Capital Management Des Moines, Iowa	$404K	+$5.14K	1	0.02%	Increased
1831	MFG Menard Financial Group Houston, Texas	$403K	-$31.6K	1	0.22%	Reduced
1832	FWM FLP Wealth Management Bentonville, Arkansas	$400K	+$7.02K	1	0.71%	Increased
1833	NA Nautilus Advisors La Jolla, California	$399K	$0	1	0.24%	Maintained
1834	CA Cambridge Advisors Omaha, Nebraska	$397K	$0	1	0.07%	Maintained
1835	SIC SJS Investment Consulting Sylvania, Ohio	$397K	+$196K	25	0.04%	Increased
1836	TC TFR Capital Plano, Texas	$397K	$0	1	0.11%	Maintained
1837	First National Bank of Omaha Omaha, Nebraska	$393K	+$340K	1	0.01%	New
1838	BPW Bingham Private Wealth San Francisco, California	$392K	+$15.2K	1	0.27%	Increased
1839	Acadian Asset Management Boston, Massachusetts	$392K	-$1.5M	4	0%	Reduced
1840	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$391K	$0	1	0.16%	Maintained
1841	CA CWC Advisors Lake Oswego, Oregon	$391K	-$16.5K	1	0.17%	Reduced
1842	AA Advisory Advocates Grand Rapids, Michigan	$387K	$0	1	0.33%	Maintained
1843	HT Headlands Technologies Chicago, Illinois	$384K	-$1.72M	1	0.04%	Reduced
1844	WEG World Equity Group Schaumburg, Illinois	$383K	+$339K	1	0.09%	New
1845	PPWM PFG Private Wealth Management Lutz, Florida	$380K	+$19.8K	1	0.16%	Increased
1846	MAM Marotta Asset Management Charlottesville, Virginia	$379K	$0	1	0.06%	Maintained
1847	CH Cromwell Holdings Jackson, Wyoming	$378K	+$15.9K	8	0.17%	Increased
1848	AIFS A&I Financial Services Lone Tree, Colorado	$375K	$0	1	0.16%	Maintained
1849	FOR Family Office Research Bethesda, Maryland	$375K	$0	1	0.14%	Maintained
1850	AWM Ariadne Wealth Management Santa Barbara, California	$373K	+$2.7K	1	0.16%	Increased