← 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
2026
RMCM
Reynders McVeigh Capital Management
Massachusetts
$206K +$197K 1 0.01% New
2027
1IA
1834 Investment Advisors
Wisconsin
$206K -$12.5K 1 0.03% Reduced
2028
DP
Dearborn Partners
Illinois
$206K +$542 1 0.01% Increased
2029
OWCM
One Wealth Capital Management
Arizona
$205K -$9.75K 1 0.1% Reduced
2030
PP
PDS Planning
Ohio
$204K +$195K 1 0.02% New
2031
PSFG
Park Square Financial Group
Georgia
$204K +$296 6 0.15% Increased
2032
Cary Street Partners
Cary Street Partners
Virginia
$203K +$195K 2 0.01% New
2033
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$203K $0 1 0.01% Maintained
2034
AA
Alta Advisers
United Kingdom
$203K +$193K 1 0.07% New
2035
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$202K +$193K 1 0.01% New
2036
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$202K +$193K 1 0% New
2037
HWM
Hohimer Wealth Management
Washington
$201K +$190K 1 0.04% New
2038
WHCI
W.H. Cornerstone Investments
Massachusetts
$200K +$191K 1 0.13% New
2039
W
WealthCollab
Washington
$200K +$14.6K 13 0.11% Increased
2040
HAP
Harbor Asset Planning
Massachusetts
$199K +$190K 1 0.19% New
2041
GSWM
Golden State Wealth Management
California
$197K -$110K 8 0.02% Reduced
2042
1IA
1620 Investment Advisors
Massachusetts
$196K -$10.9K 3 0.14% Reduced
2043
TIM
Tortoise Investment Management
New York
$195K +$7.24K 11 0.02% Increased
2044
ACA
American Capital Advisory
Idaho
$194K +$1.01K 5 0.1% Increased
2045
GWSG
GPS Wealth Strategies Group
Colorado
$194K +$2.88K 9 0.02% Increased
2046
TPWA
Twin Peaks Wealth Advisors
California
$194K +$164K 20 0.06% New
2047
PWA
Provenance Wealth Advisors
Florida
$183K -$11.1K 4 0.03% Reduced
2048
ATC
Adirondack Trust Company
New York
$181K +$4.82K 6 0.07% Increased
2049
RA
Rise Advisors
New York
$175K -$8.4K 17 0.07% Reduced
2050
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$172K $0 6 0.05% Maintained