← 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
2326
ACM
Anfield Capital Management
California
$987 +$899 1 0% New
2327
TCM
Tradewinds Capital Management
Washington
$845 +$751 1 0% New
2328
WestEnd Advisors
WestEnd Advisors
North Carolina
$794 $0 3 0% Maintained
2329
KFS
Kelly Financial Services
Massachusetts
$478 $0 1 0% Maintained
2330
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$367 +$357 1 0% New
2331
IA
IFS Advisors
Kansas
$233 $0 1 0% Maintained
2332
AWM
Activest Wealth Management
Florida
$103 $0 1 0% Maintained
2333
T
Tidemark
California
$2 $0 1 0% Maintained
2334
AGF Management
AGF Management
Ontario, Canada
$0 -$1.87M 0 – Closed
2335
A
AJOVista
Massachusetts
$0 -$235K 0 – Closed
2336
ANBT
American National Bank & Trust
Texas
$0 -$4.89K 0 – Closed
2337
AFS
Annapolis Financial Services
Maryland
$0 -$164K 0 – Closed
2338
AP
Arlington Partners
Alabama
$0 -$66.4K 0 – Closed
2339
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$0 -$1.73M 0 – Closed
2340
BICM
Breach Inlet Capital Management
South Carolina
$0 -$6.69M 0 – Closed
2341
BFA
Bright Financial Advisors
Michigan
$0 +$12.4M 1 0% New
2342
CA
Calton & Associates
Florida
$0 -$483K 0 – Closed
2343
CFA
Camarda Financial Advisors
Florida
$0 -$2.19M 0 – Closed
2344
Cambiar Investors
Cambiar Investors
Colorado
$0 -$2.73M 0 – Closed
2345
CCM
Carlson Capital Management
Minnesota
$0 -$461K 0 – Closed
2346
CIM
Chiron Investment Management
New York
$0 -$87.5K 0 – Closed
2347
CWA
Clearview Wealth Advisors
Oregon
$0 -$731K 0 – Closed
2348
CRI
Colonial River Investments
Virginia
$0 -$1.04M 0 – Closed
2349
CIG
Consolidated Investment Group
Colorado
$0 -$1.1M 0 – Closed
2350
CU
CQS (US)
New York
$0 -$40M 0 – Closed