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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHM overviewAll 13F holders of PHMFull Q2 2026 holdings

Shares (Q2 2026)
1,166,862
Value
$160.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PHM by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,166,862$160.1M0.2%+9,872+0.9%AddedHolders
Q1 20261,156,990$136.1M0.2%+79,326+7.4%AddedHolders
Q4 20251,077,664$126.4M0.2%+16,287+1.5%AddedHolders
Q3 20251,061,377$140.2M0.3%+67,770+6.8%AddedHolders
Q2 2025993,607$104.8M0.2%+14,082+1.4%AddedHolders
Q1 2025979,525$100.7M0.3%−17,445−1.7%ReducedHolders
Q4 2024996,970$108.6M0.3%+39,274+4.1%AddedHolders
Q3 2024957,696$137.5M0.4%+20,328+2.2%AddedHolders
Q2 2024937,368$103.2M0.3%−148,571−13.7%ReducedHolders
Q1 20241,085,939$110.4M0.4%+168,746+18.4%AddedHolders
Q4 2023917,193$94.7M0.3%+6,412+0.7%AddedHolders
Q3 2023910,781$67.4M0.3%+13,262+1.5%AddedHolders
Q2 2023897,519$69.7M0.3%−254,126−22.1%ReducedHolders
Q1 20231,151,645$67.1M0.3%−200,551−14.8%ReducedHolders
Q4 20221,352,196$61.6M0.3%+89,411+7.1%AddedHolders
Q3 20221,262,785$47.4M0.3%+77,775+6.6%AddedHolders
Q2 20221,185,010$47.1M0.3%+145,826+14.0%AddedHolders
Q1 20221,039,184$43.7M0.3%+57,807+5.9%AddedHolders
Q4 2021981,377$56.2M0.4%+10,379+1.1%AddedHolders
Q3 2021970,998$44.7M0.4%+53,850+5.9%AddedHolders
Q2 2021917,148$50.2M0.5%−17,281−1.8%ReducedHolders
Q1 2021934,429$49.1M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.