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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
1976	FCG Financial Connections Group Corte Madera, California	$119K	+$109K	1	0.12%	New
1977	Zions Bancorporation Salt Lake City, Utah	$119K	+$777	5	0.01%	Increased
1978	Column Capital Advisors Indianapolis, Indiana	$116K	$0	4	0.02%	Maintained
1979	SA SRH Advisors Salina, Kansas	$115K	$0	2	0.13%	Maintained
1980	Covington Capital Management Los Angeles, California	$114K	-$7.16K	5	0%	Reduced
1981	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$109K	+$100K	8	0.17%	New
1982	BW Bison Wealth Atlanta, Georgia	$108K	-$128K	1	0.06%	Reduced
1983	Rice Partnership Honolulu, Hawaii	$108K	+$97.9K	1	0.03%	New
1984	EverSource Wealth Advisors Birmingham, Alabama	$107K	+$105K	9	0.03%	New
1985	MC Muzinich & Co New York	$107K	$0	1	0.06%	Maintained
1986	ACM AUA Capital Management Camp Hill, Pennsylvania	$105K	-$851	4	0.06%	Reduced
1987	HNWAG High Net Worth Advisory Group Naples, Florida	$105K	+$97.5K	2	0.04%	New
1988	JRCM Jones Road Capital Management New York	$105K	$0	1	0.02%	Maintained
1989	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$105K	$0	2	0.05%	Maintained
1990	BC Barnett & Company Chattanooga, Tennessee	$103K	-$40.2K	1	0.07%	Reduced
1991	CM Crestline Management Fort Worth, Texas	$102K	$0	1	0.01%	Maintained
1992	Gemmer Asset Management Walnut Creek, California	$102K	-$9.6K	9	0.01%	Reduced
1993	Garde Capital Seattle, Washington	$101K	+$91.5K	1	0.01%	New
1994	SAM Strategic Asset Management Rochester, Minnesota	$100K	-$515K	3	0.14%	Reduced
1995	Institutional & Family Asset Management Fort Collins, Colorado	$98K	+$770	4	0.02%	Increased
1996	NWM Navigation Wealth Management Fort Collins, Colorado	$98K	+$59.3K	2	0.09%	Increased
1997	EH EMG Holdings Old Greenwich, Connecticut	$97K	+$97.6K	1	0.01%	New
1998	ICMH Integrity Capital Management (HK) Central, Hong Kong	$97K	+$97.6K	1	0.31%	New
1999	ZIG Zullo Investment Group Scranton, Pennsylvania	$96K	+$87.8K	6	0.05%	New
2000	TAM Townsend Asset Management Raleigh, North Carolina	$94K	$0	1	0.04%	Maintained