← 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
2151	BFS Bare Financial Services Gap, Pennsylvania	$143K	+$35.8K	18	0.03%	Increased
2152	JSAM J. Safra Asset Management New York	$143K	-$6.59K	5	0.01%	Reduced
2153	MCF Advisors Covington, Kentucky	$142K	-$8.5K	5	0.01%	Reduced
2154	KA Kozak & Associates Highlands Ranch, Colorado	$140K	+$111K	3	0.02%	Increased
2155	CPG Cornerstone Planning Group Fairfield, New Jersey	$137K	-$4.29K	12	0.02%	Reduced
2156	Farmers & Merchants Investments Inc Lincoln, Nebraska	$136K	-$3.48K	18	0%	Reduced
2157	RP Rice Partnership Honolulu, Hawaii	$136K	$0	1	0.02%	Maintained
2158	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$135K	-$2.46K	5	0.04%	Reduced
2159	Raiffeisen Bank International Vienna, Austria	$131K	-$2.89M	2	0%	Reduced
2160	QL Quarry LP New York	$129K	-$2.05M	19	0.01%	Reduced
2161	BIA Bell Investment Advisors Oakland, California	$129K	-$7.62K	17	0.02%	Reduced
2162	GFL Granite FO LLC Bedford, New Hampshire	$128K	$0	3	0.07%	Maintained
2163	SR Swiss Re Zurich, Switzerland	$128K	+$86.3K	1	0.01%	Increased
2164	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$128K	$0	3	0.03%	Maintained
2165	CT Clearstead Trust Portland, Maine	$127K	+$42.8K	7	0.02%	Increased
2166	SEP Signature Equity Partners Columbus, Ohio	$127K	-$113K	9	0.06%	Reduced
2167	BCM Blume Capital Management Berkeley, California	$126K	$0	1	0.02%	Maintained
2168	RWM Rialto Wealth Management Syracuse, New York	$125K	+$82K	20	0.02%	Increased
2169	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$122K	$0	4	0.01%	Maintained
2170	CBT CoreFirst Bank & Trust Topeka, Kansas	$122K	+$17.2K	1	0.06%	Increased
2171	EP Elkhorn Partners Omaha, Nebraska	$121K	-$2.63K	1	0.1%	Reduced
2172	DFA DHJJ Financial Advisors Naperville, Illinois	$120K	$0	6	0.03%	Maintained
2173	MHR Matthew Hamilton Rosenberg	$119K	-$34.7K	4	0.02%	Reduced
2174	TIM Thompson Investment Management Madison, Wisconsin	$119K	$0	3	0.01%	Maintained
2175	MWA Medallion Wealth Advisors Farmington, Connecticut	$117K	-$93.1K	7	0.04%	Reduced