← 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
2001	BIA Bell Investment Advisors Oakland, California	$144K	+$3.2K	17	0.03%	Increased
2002	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$143K	$0	1	0.04%	Maintained
2003	CFD Creative Financial Designs Kokomo, Indiana	$143K	+$5.87K	9	0.01%	Increased
2004	MAM Marquette Asset Management Minneapolis, Minnesota	$142K	-$6.15K	1	0.03%	Reduced
2005	Y.D. More Investments Ramat Gan, Israel	$142K	$0	1	0.03%	Maintained
2006	FFL Financial Freedom LLC Cincinnati, Ohio	$141K	+$308	2	0.09%	Increased
2007	Hillsdale Investment Management Toronto, Ontario, Canada	$137K	$0	2	0.01%	Maintained
2008	JGUA John G. Ullman & Associates Corning, New York	$136K	+$6.95K	1	0.02%	Increased
2009	GTAM Global Trust Asset Management West Palm Beach, Florida	$133K	+$5.26K	2	0.06%	Increased
2010	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$133K	$0	1	0.1%	Maintained
2011	RP Rice Partnership Honolulu, Hawaii	$132K	$0	1	0.03%	Maintained
2012	HCM Highlander Capital Management Short Hills, New Jersey	$128K	-$26.2K	3	0.05%	Reduced
2013	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$125K	$0	1	0.04%	Maintained
2014	KIG Kessler Investment Group Columbus, Indiana	$123K	+$104K	1	0.08%	New
2015	GFL Granite FO LLC Bedford, New Hampshire	$120K	$0	1	0.08%	Maintained
2016	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$114K	$0	1	0.03%	Maintained
2017	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$113K	$0	2	0.03%	Maintained
2018	Close Asset Management London, United Kingdom	$112K	-$12.3K	1	0%	Reduced
2019	ZB Zions Bancorporation Salt Lake City, Utah	$111K	$0	5	0.01%	Maintained
2020	NP Ninepoint Partners Toronto, Ontario, Canada	$109K	-$9.01K	1	0.01%	Reduced
2021	FUBT First United Bank & Trust Oakland, Maryland	$104K	+$84.5K	1	0.04%	New
2022	BWM Baystate Wealth Management Boston, Massachusetts	$102K	+$44.4K	5	0.01%	Increased
2023	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$101K	+$1.36K	1	0.04%	Increased
2024	Jones Financial Companies Des Peres, Missouri	$101K	+$8.02K	2	0%	Increased
2025	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$99.8K	-$12.7K	3	0.04%	Reduced