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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
2026	PB Pinnacle Bancorp Beatrice, Nebraska	$65K	$0	4	0.02%	Maintained
2027	JRFS James Reed Financial Services Cleveland, Ohio	$64K	+$58.2K	1	0.06%	New
2028	JEST JTC Employer Solutions Trustee St Helier, Jersey	$64K	$0	2	0.01%	Maintained
2029	FCB First Command Bank Fort Worth, Texas	$63K	$0	3	0.01%	Maintained
2030	FFA Freedman Financial Associates Peabody, Massachusetts	$63K	$0	2	0.04%	Maintained
2031	MCM MV Capital Management Bethesda, Maryland	$63K	+$3K	4	0.01%	Increased
2032	S Surevest Los Angeles, California	$61K	+$55.7K	4	0.01%	New
2033	DAM Delta Asset Management Memphis, Tennessee	$60K	+$15.8K	4	0.01%	Increased
2034	LAS Lloyd Advisory Services Suwanee, Georgia	$60K	+$5.69K	2	0.03%	Increased
2035	ECM Estabrook Capital Management New York	$59.1K	$0	1	0.01%	Maintained
2036	CA Crewe Advisors Salt Lake City, Utah	$57K	$0	1	0.01%	Maintained
2037	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$56K	-$33.7K	1	0.01%	Reduced
2038	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$55K	+$16.1K	3	0.01%	Increased
2039	BCA Bray Capital Advisors Naples, Florida	$54K	$0	1	0.01%	Maintained
2040	DWP Destiny Wealth Partners Tavares, Florida	$54K	$0	1	0.01%	Maintained
2041	UCB United Community Bank Greenville, South Carolina	$52.3K	+$46.4K	1	0.05%	New
2042	SWM Sugarloaf Wealth Management Duluth, Georgia	$52K	+$19.4K	5	0.01%	Increased
2043	RA Rise Advisors Rochester, New York	$51K	+$47.9K	4	0.05%	New
2044	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$51K	+$45.3K	1	0.03%	New
2045	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$49K	$0	1	0.01%	Maintained
2046	HR Howe & Rusling Rochester, New York	$48K	$0	3	0.01%	Maintained
2047	CFA Capstone Financial Advisors Downers Grove, Illinois	$47K	+$37.7K	1	0%	Increased
2048	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$46K	$0	1	0.02%	Maintained
2049	EP Elkhorn Partners Omaha, Nebraska	$44K	+$41.2K	1	0.02%	Increased
2050	BC Burleson & Co Petaluma, California	$43K	$0	1	0.01%	Maintained