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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
2126	BCM Brasada Capital Management Houston, Texas	$156K	+$237K	1	0.03%	New
2127	MAM Marquette Asset Management Minneapolis, Minnesota	$151K	$0	1	0.03%	Maintained
2128	RP Rice Partnership Honolulu, Hawaii	$151K	$0	1	0.04%	Maintained
2129	HCM Highlander Capital Management Short Hills, New Jersey	$142K	$0	3	0.05%	Maintained
2130	DMKJ David M. Knott Jr	$140K	$0	1	0.05%	Maintained
2131	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$136K	-$7.82K	1	0.04%	Reduced
2132	TFA Transamerica Financial Advisors St. Petersburg, Florida	$136K	-$476K	4	0.01%	Reduced
2133	KIG Kessler Investment Group Columbus, Indiana	$135K	-$5.5K	2	0.08%	Reduced
2134	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$131K	$0	2	0.03%	Maintained
2135	OFG Oxford Financial Group Carmel, Indiana	$131K	-$526K	1	0.01%	Reduced
2136	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$130K	$0	1	0.03%	Maintained
2137	Close Asset Management London, United Kingdom	$129K	$0	1	0%	Maintained
2138	GAA Global Assets Advisory Orlando, Florida	$128K	+$116K	2	0.08%	New
2139	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$125K	+$42.6K	3	0.05%	Increased
2140	CA Crewe Advisors Salt Lake City, Utah	$123K	+$59.8K	6	0.01%	Increased
2141	GFL Granite FO LLC Bedford, New Hampshire	$121K	+$3.91K	2	0.07%	Increased
2142	ZB Zions Bancorporation Salt Lake City, Utah	$120K	-$6.65K	5	0.01%	Reduced
2143	FUBT First United Bank & Trust Oakland, Maryland	$119K	+$6K	1	0.04%	Increased
2144	LCM Lynwood Capital Management Toronto, Ontario, Canada	$116K	+$105K	1	0.69%	New
2145	RTC Riverview Trust Company Vancouver, Washington	$116K	+$106K	4	0.09%	New
2146	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$114K	-$3.54K	1	0.04%	Reduced
2147	TCOV Trust Company of Vermont Brattleboro, Vermont	$114K	+$7.2K	4	0.01%	Increased
2148	NP Ninepoint Partners Toronto, Ontario, Canada	$111K	$0	1	0.01%	Maintained
2149	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$111K	$0	2	0.06%	Maintained
2150	FP Financial Perspectives Minneapolis, Minnesota	$109K	$0	4	0.04%	Maintained